Aaron Mark Tretter

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2007 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property Type of business: Rental Steeleville, IL Start date: 5/10/2021 Owner Hours per week: 1 Hours during trading: 0 I own the rental property. * Rental Property Type of business: Rental Clearwater Beach, FL Start date: 8/4/2021 Owner Hours per week: 1 Hours during trading: 0 Owner only, Management company hired to handle all day to day. * Tretter Properties LLC Type of business: LLC Marion, IL Start date: 9/1/2023 President Hours per week: 0 Hours during trading: 0 Desc: LLC is just a pass thru for rental income. It owns no physical property.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-09