Chad W Aerni

Current Employers

Employment History

• 08/2012 → 12/2016
  John Carroll
  University Heights, OH
• 12/2016 → 04/2018
  Vantage Financial Group
  Independence, OH
• 04/2018 → 09/2018
  Pnc Investments
  Cleveland, OH
• 09/2018 → 07/2019
  Pnc Investments
  Cleveland, OH
• 07/2019 → 01/2022
  Vantage Financial Group, Inc
  Independence, OH
• 07/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2022 → Present
  Vantage Financial Group, Inc.
  Cleveland, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-04-13 → 2019-07-02
  Pnc Wealth Management Llc
  Cleveland, OH
• 2017-12-26 → 2018-03-29
  Cetera Wealth Services, Llc
  Cleveland, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INC. - CRD#105950; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 1/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2017-12-22