Aaron SpitznerCRD Number: 6065460
Current Firm: Bmo Asset Management Corp.
Aaron Spitzner (CRD# 6065460) is an Investment Advisor Representative working at Bmo Asset Management Corp. in Milwaukee, WI and has over 4 years of experience in the finance industry. Aaron Spitzner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
|Bmo Investment Distributors, LLC||Milwaukee,, WI||Jan 2015 - Current||1|
|Bmo Harris Financial Advisors||Milwaukee, WI||Aug 2012 - Current||4|
|M&i Financial Advisors||Milwaukee, WI||May 2012 - Aug 2012||< 1|
|M&i Corporation||Milwaukee, WI||Nov 2009 - May 2012||2|
|Quadgraphics||Sussex, WI||Jun 2009 - Nov 2009||< 1|
|Sconnie||Madison, WI||Sep 2008 - May 2009||< 1|
|Quadgraphics||Sussex, WI||May 2008 - Aug 2008||< 1|
|Sconnie||Madison, WI||Sep 2007 - May 2008||< 1|
|Full Time Student||Madison, WI||Sep 2006 - Dec 2007||1|
|Quadgraphics||Sussex, WI||Jun 2007 - Aug 2007||< 1|
|Hufcor||Madison, WI||Mar 2007 - May 2007||< 1|
|Uw Madison||Madison, WI||Jan 2007 - Mar 2007||< 1|
|Collegepro Pntrs||Wind Lake, WI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management42,122MILLIONS
Total Number of Accounts3,167ACCOUNTS
Average Account Value$13,300,399
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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