Unclaimed
Aaron Schmanski is a registered representative with Hilltop Securities Inc. Aaron has been working in the securities industry since September 5, 2002 and is licensed to provide investment advice in 53 states. Aaron has previously worked with LPL Financial LLC, Piper Jaffray & Co., Northland Securities, Inc., BOSC, Inc., Sterne, Agee & Leach, Inc., and Robert W. Baird & Co. Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
WI
11/17/2021 - Present
Hilltop Securities Inc. (Grafton WI)
WI
06/19/2020 - 08/26/2021
LPL FINANCIAL LLC (MADISON WI)
WI
11/30/2016 - 10/17/2018
PIPER JAFFRAY & CO. (Milwaukee WI)
WI
05/26/2015 - 11/30/2016
NORTHLAND SECURITIES, INC. (MILWAUKEE WI)
WI
10/21/2011 - 05/18/2015
BOSC, INC. (MILWAUKEE WI)
WI
08/12/2009 - 10/17/2011
STERNE, AGEE & LEACH, INC. (MILWAUKEE WI)
WI
04/11/2001 - 07/17/2009
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
WI
07/25/2000 - 02/23/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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