Aron Cordell Martz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 05/2019
  U.S. Bancorp Investments, Inc.
  Rapid City, SD
• 05/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2019 → Present
  Point Wealth Advisors
  Rapid City, SD
• 05/2019 → Present
  Broadhead, Llc
  Rapid City, SD
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Broadhead Land Co, Llc
  Rapid City, SD

Previous Registrations

• 2006-03-08 → 2019-05-14
  U.S. Bancorp Investments, Inc.
  Worland, WY
  Riverton, WY
  Sheridan, WY
  Casper, WY
  Cody, WY
  Lander, WY
  Rapid City , SD
  Pierre, SD
  Rapid City, SD
  Rapid City, SD
  Rapid City, SD
  Gillette, WY
  Pierre, SD
  Rapid City, SD

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2.NAME OF OTHER BUSINESS: POINT WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2019 POSITION/TITLE/RELATIONSHIP: OWNER / REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS 3.NAME OF OTHER BUSINESS: RAPID CITY CLUB FOR BOYS FOUNDATION INVESTMENT RELATED: NO ADDRESS: 320 N. 4TH ST, RAPID CITY, SD 57701 NATURE OF BUSINESS: VOLUNTEER START DATE: 6/2013 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: <1 BRIEF DESCRIPTION OF DUTIES: CHARITABLE ORGANIZATION FOR PROVIDING A SAFE PLACE FOR BOYS TO GO 4.NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 11028 BUFFALO TRAIL, LEAD, SD 57747 NATURE OF BUSINESS: VACATION RENTAL START DATE: 6/2009 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: <1 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY 5. NAME OF OTHER BUSINESS: BROADHEAD, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR TAX PURPOSES; START DATE: 5/2019; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWNER, DBA FOR TAX PURPOSES; 6. NAME OF OTHER BUSINESS: MAJ, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR MARKETING PURPOSES; 7. NAME OF OTHER BUSINESS: BROADHEAD LAND CO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL;

Exams

• S66 Uniform Combined State Law Examination
  2006-03-02

Designations

• Chartered Financial Analyst