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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Buechel is a financial advisor with Deschutes Investment Consulting, LLC. Aaron is registered with the state of Oregon. Aaron's current employment began on September 2019. Aaron is a Certified Financial Planner. Aaron has previously worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, CITIGROUP GLOBAL MARKETS INC., and VANGUARD MARKETING CORPORATION.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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OR
01/01/2025 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
NY
01/04/2008 - 10/27/2014
PURSHE KAPLAN STERLING INVESTMENTS (ITHACA NY)
NY
11/09/2006 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (ITHACA NY)
PA
09/30/2005 - 06/28/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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