Aaron James Martin

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

• 09/1996 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 09/1996 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MO
• 09/1996 → Present
  Renaissance Financial Corp
  Washington, MO
• 09/1996 → Present
  R. F. Brokerage
  Washington, MO
• 05/2004 → Present
  Coop Ins Agency, Inc
  San Diego, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St. Louis, MO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-10-01 → 2023-08-10
  Securian Financial Services, Inc.
  Kimberling City, MO
  St. Louis, MO
  Kimberling City, MO
  Washington, MO
  St. Paul, MN
• 2005-04-27 → 2006-05-31
  Renaissance Financial Corporate Education Llc
  St. Louis, MO

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: SEPTEMBER 1996 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. MALIA ENTERPRISES LLC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: , Wildwood MO , United States DESCRIPTION: Owner 3. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: October 1996 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 4. BASS EDGE POSITION: Member NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 19075 Ben Alder Dr, Wildood MO 63069, United States DESCRIPTION: Interviews and articles 5. MAYA PROPERTIES LLC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 19075 Ben Alder Dr, Wildwood MO 63069, United States DESCRIPTION: Perform monthly one hour interview for Bass Edge podcast and occassionally submit article for Bass Edge website; 6. NAME OF OTHER BUSINESS: CLIENT'S IRREVOCABLE TRUST ADVISORY COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CHARITABLE GIVING ADVICE; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: ADVISORY COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0.15; APX NUMBER OF HOURS DURING TRADING HOURS: 0.15; BRIEF DESCRIPTION OF DUTIES: PROVIDE CHARITABLE GIVING ADVICE; 7. NAME OF OTHER BUSINESS: JAMBES LLC; INVESTMENT RELATED: NO; ADDRESS: 120 S CENTRAL AVE SUITE 1600, ST LOUIS, MO 63105; NATURE OF BUSINESS: LLC; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INVESTOR ONLY; 8. NAME OF OTHER BUSINESS: AMS LAND HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: 312 SSR-P ELSBERRY, MO 63317; NATURE OF BUSINESS: RAW LAND; 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: RAW LAND, FARMING, AGRICULTURAL RENTAL;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-10
• S63 Uniform Securities Agent State Law Examination
  1996-09-13

Other Names

• Aaron James Martin