Xu Xu
Investment adviser representative at Aptus Financial, LLC
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- University of South FloridaAug 2024 to now
- Aptus Financial, LLCFeb 2022 to now
- Data Science for Everyone, LLCJan 2022 to Mar 2022
- Henderson State UniversityJul 2018 to Jun 2024
- Southern Illinois University CarbondaleDec 2017 to May 2018
- Southeast UniversityJul 2014 to Jun 2018
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Aptus Financial, LLC
Legal name: Aptus Financial LLC
$0Assets managed
0Clients
13Advisers
5 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
- 7515468
- Firm CRD
- 280033