Aaron Spielbauer
Investment adviser representative at Primerica Advisors
12 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Aaron Spielbauer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Pfs Investments Inc.Oct 2012 to now
- Primerica Financial ServicesApr 2011 to now
- Everts & AssociatesSep 2021 to May 2023
- ST. Mary Middle SchoolJul 2020 to Jun 2021
- Ornua Ingredients North AmericaJul 2018 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
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
- 6106193
- Firm CRD
- 10111