Aaron Eugene Schueller
Investment adviser representative at Klaas Financial Asset Advisors, LLC.
10 yearsExperience
2 statesRegistered in
$758.1MFirm assets
12 yearsFirm in business
Are you Aaron Eugene Schueller? 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 assetsHourlyFixed or flat feeOther
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.
- Klaas Financial Asset Advisors, LLC.Jun 2026 to now
- Orgel Wealth ManagementNov 2021 to Jun 2026
- Accel Wealth Management LLCJun 2021 to Nov 2021
- Bankers' BankAug 2020 to Jun 2021
- LPL Financial LLCAug 2020 to Jun 2021
- Mid Atlantic Capital CorporationAug 2019 to Aug 2020
- Mid Atlantic Financial Management, Inc.Aug 2019 to Aug 2020
- American Trust RetirementNov 2018 to Aug 2020
- Cetera Investment AdvisersNov 2017 to Dec 2018
- Cetera Investment Services LLCJun 2017 to Dec 2018
- American Trust & Savings BankNov 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Klaas Financial Asset Advisors, LLC.
$758.1MAssets managed
1,015Clients
14Advisers
12 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
- 6817440
- Firm CRD
- 121399