Aaron Matthew Spitzner
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Johnson Financial GroupApr 2026 to now
- LPL Financial LLCApr 2026 to now
- Creative Planning, LLCDec 2024 to Mar 2026
- Kowal Investment Group, LLCSep 2020 to Dec 2024
- Mutual Securities, Inc.Sep 2020 to Dec 2024
- Raymond James Financial Services Advisors Inc.Nov 2016 to Oct 2020
- Raymond James Financial Services, Inc.Nov 2016 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6065460
- Firm CRD
- 6413