Aaron Charles Schmoekel

Current Employers

Employment History

• 12/2006 → 02/2018
  Linsco Private Ledger
  Woodland, CA
• 02/2018 → 07/2022
  Smart Investor
  Woodland, CA
• 07/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2018-02-22 → 2022-08-25
  Smart Investor, Llc
  Woodland, CA
  Roseville, CA
• 2006-12-14 → 2018-02-24
  Lpl Financial Llc
  Roseville, CA
  Woodland, CA
  Fort Mill, SC
  Woodland, CA
• 2001-08-06 → 2006-12-15
  Valic Financial Advisors, Inc.
  Roseville, CA
  Woodland, CA

Other Businesses

1. Woodland Healthcare Foundation; Not investment related; 1321 Cottonwood Street, Woodland, CA 95695; Non-Profit Fundraising for Hospital; Board Member; 2004; 2 hours/month; 0 hours during business hours; Voting Member 2. Rosewood Street Rental; INVESTMENT RELATED: No; ADDRESS: 1106 Rosewood Street, Princeton TX 75407; NATURE: I own a residential property that I rent to tenants.; POSITION: Owner; START DATE: 04/03/2024; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: o Hrs.; DUTIES: Operate house as a rental. 3. Woodland Sunrise Rotary Club; INVESTMENT RELATED: No; ADDRESS: P.O. Box 8155, Woodland, CA 95776; NATURE: Service Club ; POSITION: Club Treasurer; START DATE: 06/01/2025; NUMBER OF HOURS/MONTH: 04 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: The club has asked me to serve as treasurer which means I would be an officer of the club. Duties include collecting dues, weekly breakfast payments, check writing, making bank deposits, and keeping of financial records.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-18
• S63 Uniform Securities Agent State Law Examination
  1999-10-06

Designations

Other Names

• Aaron C Schmoekel