Aaron Jonathan Fickle

Current Employers

Employment History

• 10/2024 → 09/2025
  Avantax Investment Services Inc.
  Clinton, MO
• 10/2024 → 09/2025
  Avantax Advisory Services
  Clinton, MO
• 09/2024 → Present
  Cook & Company Cpas + Wealth Management, Llc
  Clinton, MO
• 05/2018 → 11/2022
  Ajfickle Properties Llc
  Clinton, MO
• 08/2018 → 05/2023
  Student
  Warrensburg, MO
• 01/2014 → 05/2018
  Student
  Clinton, MO
• 05/2018 → 08/2018
  Custom Resources
  Clinton, MO
• 07/2023 → 09/2024
  Forviz Mazars, Llp
  Kansas City, MO
• 12/2022 → 01/2023
  Cook & Company Cpas + Wealth Management, Llc
  Clinton, MO
• 06/2022 → 07/2022
  Forviz Mazars, Llp
  Kansas City, MO
• 05/2021 → 08/2021
  Westport Construction Co.
  Clinton, MO
• 04/2021 → 07/2021
  City Of Clinton
  Clinton, MO
• 06/2020 → 07/2020
  City Of Clinton
  Clinton, MO
• 05/2020 → 08/2020
  Westport Construction Co.
  Clinton, MO
• 05/2019 → 08/2019
  Custom Resources
  Clinton, MO
• 12/2018 → 03/2019
  Cook Company Cpas + Wealth Management, Llc
  Clinton, MO
• 09/2024 → Present
  Cook & Company Cpas + Wealth Management, Llc (Cpa)
  Clinton, MO
• 05/2018 → Present
  Cook & Company Cpas + Wealth Management, Llc (Wealth Management)
  Clinton, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Clinton, MO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-02-03 → 2025-09-05
  Avantax Advisory Services
  Clinton, MO

Other Businesses

1) AJFICKLE PROPERTIES LLC POSITION: Owner NATURE: This was a residential rental property business. This rental business owned one townhouse. However, this business no longer has any rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2018 ADDRESS: 100 S Connie Drive, Clinton MO 64735, United States DESCRIPTION: I am the owner of this business. This business no longer has any rental properties. Some of my responsibilities included: Handle various actions with one to three tenants. Upkeep of property maintenance by calling a professional or fixing the issue myself. Manage $150,000 worth of assets under the business. 2) COOK & COMPANY CPAS + WEALTH MANAGEMENT, LLC (CPA) POSITION: Small Business Specialist NATURE: We are a small firm in the Midwest, and we offer advisory services. These services include Tax Preparation, Planning and Advocacy, and Business Planning and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/16/2024 ADDRESS: 1112 E Ohio, Clinton MO 64735, United States DESCRIPTION: I perform work as a small business specialist, accountant, and tax professional. My role includes preparing tax returns, compiling financial statements, and tax research. 3) COOK & COMPANY CPAS + WEALTH MANAGEMENT, LLC (WEALTH MANAGEMENT) POSITION: Wealth Management Assistant NATURE: We are a small firm in the Midwest, and we offer advisory services. These services include Financial Planning and Wealth Management and Investment Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 09/16/2024 ADDRESS: 1112 E Ohio, Clinton MO 64735, United States DESCRIPTION: I perform work as a wealth management assistant. I gather, create and update financial models to sit in on meetings to develop custom client solutions, document meetings, and communicate with clients. 4) NAME OF OTHER BUSINESS: TRUMAN LAKE COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: P.O. BOX 463, CLINTON, MO 64735; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: STRATEGIC LEADERSHIP, COMMUNITY ENGAGEMENT, COMMITTEE PARTICIPATION, GRANT EVALUATION, AND APPROVE RECOMMENDED ACTIONS FROM THE REGULAR BOARD;

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03