Aaron Leo Schettler

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
SOLICITATION SERVICES FOR OTHER ADVISERS

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

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2018-10-20

CO RA
APPROVED

Since 2018-10-20

Branch Locations

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Primerica Financial Services	Westminster	CO	04/2002	10/2018
Pfs Investments Inc.	Westminster	CO	02/2003	10/2018
Infinex Investments, Inc.	Meriden	CT	10/2018	Present

04/2002 → 10/2018

Primerica Financial Services

Westminster, CO
02/2003 → 10/2018

Pfs Investments Inc.

Westminster, CO
10/2018 → Present

Infinex Investments, Inc.

Meriden, CT

Previous Registrations

2012-06-14 → 2018-10-22

Pfs Investments Inc.

Denver, CO

Brighton, CO

Westminster, CO

Other Businesses

1.) 12/2017-PRESENT; AARON SCHETTLER VARITY ARTIST - PERFORMER/CLOWN; AURORA,CO. Not investment related. Approx 2 hours per month. 2.) Association of financial educators (AFE) . Not investment related. member volunteer. Started Han 2021. Approx 12 hours per month. Approx 6 hours during trading hours. Provide financial education workshops at no cost. No solicitation, sales or product specific discussion is allowed. 3.) Schettler, Aaron Insurance. Yes, investment related. Independent health Insurance Broker.Agent. Started Nov, 2021. Approx 40 hours per month. Approx 35 during trading hours. 4.) Prospect Vista homeowners Association. Not investment related. Started Oct 2024. board member at large - non paid volunteer.Approx 10 hours per month. Approx 4 hours during trading hours. Assist in running the operations of a small HOA. 5.) ASH Admin Solutions, LLC. Small Business Bookkeeping and Budgeting service. Not investment related. Owner. Started Jan 2025. Approx 20 hours per month. Approx 10 hours during business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-25
S63	Uniform Securities Agent State Law Examination	2003-05-29

S65 Uniform Investment Adviser Law Examination

2012-05-25
S63 Uniform Securities Agent State Law Examination

2003-05-29

View on SEC IAPD