Aaron Val Neuenswander
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
17 years in the industry.
- LPL Financial LLCSep 2024 to now
- Fidelity Brokerage Services LLCJul 2019 to Jul 2024
- John NeuenswanderOct 2018 to Jul 2019
- Cetera Advisor Networks LLCJul 2018 to Jun 2019
- Riverside Country ClubAug 2014 to Jul 2019
- Oakley, Inc.Apr 2013 to Jan 2017
- Utah Valley UniversityMay 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6986998
- Firm CRD
- 6413