Aaron SpitznerCRD Number: 6065460
Current Firm: Raymond James Financial Services Advisors, Inc.
Aaron Spitzner (CRD# 6065460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waukesha, WI and has over 5 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
Midland Financial Advisors, Inc.
|Raymond James Financial Services Advisors Inc.||Waukesha, WI||Nov 2016 - Current||1|
|Raymond James Financial Services, Inc.||Waukesha, WI||Nov 2016 - Current||1|
|Kowal Investment Group, LLC||Waukesha, WI||Oct 2016 - Current||1|
|Kowal Investment Group, LLC||Waukesha, WI||Dec 2016 - Mar 2017||< 1|
|Bmo Investment Distributors, LLC||Milwaukee,, WI||Jan 2015 - Oct 2016||1|
|Bmo Harris Financial Advisors||Milwaukee, WI||Aug 2012 - Oct 2016||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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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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