Aron Martz (CRD# 4229459) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rapid City, SD and has over 18 years of experience in the finance industry.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2019 - Current | 4 |
| Point Wealth Advisors | Rapid City, SD | May 2019 - Current | 4 |
| Broadhead, LLC | Rapid City, SD | May 2019 - Current | 4 |
| U.s. Bancorp Investments, Inc. | Rapid City, SD | Apr 2004 - May 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- SD
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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