Aaron Buechel (CRD# 5027651) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 18 years of experience in the finance industry. Aaron Buechel 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.
CRD# 6375005
Edward Jones
CRD# 6010341
Edward Jones
CRD# 4299120
Wellspring Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deschutes Investment Consulting, LLC | Portland, OR | Sep 2019 - Current | 4 |
| Extended Travel | Portland, OR | Apr 2019 - Sep 2019 | < 1 |
| Perkins And Company | Portland, OR | Feb 2019 - Apr 2019 | < 1 |
| Buechel Financial Planning, Llc D/b/a Stream Financial Planning | Portland, OR | Dec 2018 - Apr 2019 | < 1 |
| Extended Travel / Sabatical | Portland, OR | Oct 2016 - Dec 2018 | 2 |
| Cornell Pochily Investment Advisors | Ithaca, NY | Jan 2008 - Oct 2016 | 8 |
| Purshe Kaplan Sterling | Albany, NY | Jan 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management2,128MILLIONS
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Total Number of Accounts373ACCOUNTS
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Average Account Value$5,705,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, OR, TX, WA
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