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Aaron M Buechel

Investment adviser representative at Deschutes Investment Consulting, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm 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 assetsHourlyFixed or flat feeCommissions

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

10 years in the industry.

  1. Deschutes Investment Consulting, LLCSep 2019 to now
  2. Extended TravelApr 2019 to Sep 2019
  3. Perkins and Co.Feb 2019 to Apr 2019
  4. Buechel Financial Planning, LLC d/b/a Stream Financial PlanningDec 2018 to Apr 2019
  5. Extended Travel / SabaticalOct 2016 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (OR).

Deschutes Investment Consulting, LLC

$2.9BAssets managed
493Clients
8Advisers
15 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
5027651
Firm CRD
155312
Advisor's SEC record (opens in a new tab)
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