Aaron Matthew Persons
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCJul 2023 to now
- Cetera Investment Services LLCJul 2023 to now
- A+ Federal Credit UnionMar 2023 to now
- Cuso Financial Sevices, L.P.Jul 2019 to Mar 2023
- UnemployedJan 2019 to Jul 2019
- Cuso Financial Services, LPOct 2010 to Jan 2019
- University Federal Credit UnionOct 2010 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216151
- Firm CRD
- 105644