Unclaimed
Aaron Genthe is a financial advisor with Edward Jones. He is a registered representative with both the Securities Industry and Financial Markets Association (FINRA) and the Securities and Exchange Commission (SEC). Aaron has over 25 years of experience in the financial services industry. His professional background includes working with Olde Discount Corporation and Edward Jones. Aaron is committed to providing clients with comprehensive financial planning and investment advice. He holds Series 7, Series 52, and Series 63 licenses. In addition to his role at Edward Jones, Aaron serves as a President of the Lake Mills Area Community Foundation.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WI
04/12/1999 - Present
Edward Jones (LAKE MILLS WI)
MI
04/10/1997 - 04/28/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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