Unclaimed
Aron Cordell Martz is a financial advisor with Cetera Investment Advisers LLC in Rapid City, SD. Aron has been in the financial industry since 2000. Aron holds a Series 7, Series 66 and SIE license and is a Chartered Financial Analyst. Aron is registered to provide investment advice in 28 states. Aron also works with U.S. Bancorp Investments, Inc. and Point Wealth Advisors in Rapid City, SD. Aron is also a board member for the Rapid City Club for Boys Foundation. Aron specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
SD
06/29/2023 - Present
Cetera Investment Advisers LLC (RAPID CITY SD)
SD
04/07/2004 - 05/14/2019
U.S. BANCORP INVESTMENTS, INC. (RAPID CITY SD)
CA
12/13/2000 - 04/26/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/15/2000 - 08/14/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
08/08/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 3/2/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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