Aaron Arthur Roessler

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

• 04/2013 → 09/2025
  Avantax Investment Services, Inc
  Grand Rapids, MN
• 04/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Grand Rapids, MN
• 04/2013 → Present
  Roessler Financial Services
  Grand Rapids, MN
• 04/2013 → Present
  Roessler & Co Ltd
  Grand Rapids, MN
• 04/2014 → 09/2025
  Avantax Advisory Services
  Grand Rapids, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Grand Rapids, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-04-14 → 2025-09-05
  Avantax Advisory Services
  Grand Rapids, MN

Other Businesses

1)Roessler Financial Services~'IR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Insurance Agent~Agent~4/1/2013~1hrs~1hrs~If the client is interested in life insurance, VA's, or fixed annuities I can provide it to them.|Roessler & Co LTD~'NIR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Accounting Services/Tax Preparation~Other~4/1/2013~1hrs~0hrs~I have very rarely done trial balances and other simple bookkeeping in the past.|Roessler Financial Services~'NIR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Independent Insurance Agent~Owner/Sole Proprietor~4/1/2013~60hrs~40hrs~Offer Health Insurance to Clients| 2)Roessler Financial Services (1); Owner/Sole Proprietor; Independent Insurance Agent; IR; 40; 04/01/2013; 813 S Pokegama Ave Grand Rapids MN 55744; Offer Health Insurance to Clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-07
• S63 Uniform Securities Agent State Law Examination
  2012-03-05

Other Names

• Roessler Aaron
• Roessler Arthur Aaron