Aaron Balch
Investment adviser representative at Bartlett & Co. Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bartlett & Co. Wealth Management, LLCJul 2025 to now
- TIAADec 2018 to Jul 2025
- Morningstar Investment Services, Inc.Nov 2015 to Dec 2018
- Morningstar Associates, LLCJan 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 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
- 4671658
- Firm CRD
- 292246