Aaron Roessler, financial advisor Grand Rapids MN
90 score

Aaron Roessler

CRD Number: 6017678
Current Firm: H.d. Vest Advisory Services, Inc.

Aaron Roessler (CRD# 6017678) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Grand Rapids, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Grand Rapids, MN Apr 2014 - Current 2
Hd Vest Investment Services Grand Rapids, MN Apr 2013 - Current 3
Hd Vest Insurance Agency, Inc. Grand Rapids, MN Apr 2013 - Current 3
Roessler Financial Services Grand Rapids, MN Apr 2013 - Current 3
Roessler & Co Ltd Grand Rapids, MN Apr 2013 - Current 3
Mml Investor Services, LLC Minneapolis, MN Jan 2012 - Apr 2013 1
Massmutual Life Insurance Company Minneapolis, MN Jan 2012 - Apr 2013 1
Unemployed Tampa, FL Nov 2009 - Jan 2012 2
Laboratory Corporation Of America Tampa, FL Jun 2008 - Nov 2009 1
Jerry's Warehouse Liquors Grand Rapids, MN Feb 2008 - May 2008 < 1
Unemployed Grand Rapids, MN Sep 2007 - Feb 2008 < 1
Full-time Education Grand Rapids, MN Sep 1990 - Aug 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Aaron A. Roessler
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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