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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-29 |
Branch Locations
17040 Pilkington Road Ste 310, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Offices Of Aaron M Hessel Llc Dba Hessel Law Offices | Beaverton | OR | 11/2011 | Present |
| Woodbury Financial Services, Inc. | Beaverton | OR | 03/2012 | 12/2016 |
| Lion Street Financial | Lake Oswego | OR | 01/2017 | 12/2020 |
| Lion Street Advisors | Lake Oswego | OR | 01/2017 | 12/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2020 | Present |
| Hessel Wealth Management, Llc Dba Pete'S Mountain Wealth Mgmt | Lake Oswego | OR | 12/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: LAW OFFICES OF AARON M HESSEL LLC DBA HESSEL LAW OFFICES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LEGAL START DATE: 11/2011 POSITION/TITLE/RELATIONSHIP: OWNER / ATTORNEY APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: LEGAL PRACTITIONER - PRIMARILY IN THE FIELD OF ESTATE PLANNING 2. NAME OF OTHER BUSINESS: HESSEL WEALTH MANAGEMENT, LLC DBA PETE'S MOUNTAIN WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2020, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: 36 DEGREES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: MEMBER/MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MEMBER AND CO-MANAGER OF LLC; 4. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 1323 SW SCHAEFFER ROAD, WEST LINN, OR 97068; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT MONTHLY RENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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