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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 Buemi is an investment advisor representative with OneDigital Investment Advisors LLC. Aaron has been in the industry since 2021, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Aaron is registered as an Investment Advisor Representative in Colorado and Texas. Aaron holds the Series 63, Series 65, Series 6TO, and SIE exams. Aaron is a licensed insurance agent in Colorado. Aaron offers a range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/10/2024 - Present
Onedigital Investment Advisors (Westminster CO)
CO
08/08/2022 - 11/23/2022
SECURITIES AMERICA, INC. (WINDSOR CO)
CO
04/06/2022 - 08/10/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
BC
Issued 04/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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