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Aaron Jonathan Fickle

Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Cook & Company Cpas + Wealth Management, LLCSep 2024 to now
  4. Cook & Company Cpas + Wealth Management, LLC (cpa)Sep 2024 to now
  5. Cook & Company Cpas + Wealth Management, LLC (wealth Management)May 2018 to now
  6. Avantax Advisory ServicesOct 2024 to Sep 2025
  7. Avantax Investment Services Inc.Oct 2024 to Sep 2025
  8. Forviz Mazars, LLPJul 2023 to Sep 2024
  9. Cook & Company Cpas + Wealth Management, LLCDec 2022 to Jan 2023
  10. Forviz Mazars, LLPJun 2022 to Jul 2022
  11. Westport Construction Co.May 2021 to Aug 2021
  12. City of ClintonApr 2021 to Jul 2021
  13. City of ClintonJun 2020 to Jul 2020
  14. Westport Construction Co.May 2020 to Aug 2020
  15. Custom ResourcesMay 2019 to Aug 2019
  16. Cook Company Cpas + Wealth Management, LLCDec 2018 to Mar 2019
  17. StudentAug 2018 to May 2023
  18. Ajfickle Properties LLCMay 2018 to Nov 2022
  19. Custom ResourcesMay 2018 to Aug 2018
  20. StudentJan 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MO).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
7984092
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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