Aaron Eugene Schueller

Employer firm

Klaas Financial Asset Advisors, LLC. CRD 121399

$758M regulatory AUM 116 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 04/2016 → 10/2016
  American Trust Retirement
  Bettendorf, IA
• 11/2016 → 11/2018
  American Trust & Savings Bank
  Dubuque, IA
• 06/2017 → 12/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 11/2017 → 12/2018
  Cetera Investment Advisers
  Dubuque, IA
• 08/2019 → 08/2020
  Mid Atlantic Capital Corporation
  Pittsburgh, PA
• 08/2019 → 08/2020
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2018 → 08/2020
  American Trust Retirement
  Dubuque, IA
• 08/2020 → 06/2021
  Lpl Financial Llc
  Madison, WI
• 08/2020 → 06/2021
  Bankers' Bank
  Madison, WI
• 06/2021 → 11/2021
  Accel Wealth Management Llc
  Waverly, IA
• 11/2021 → 06/2026
  Orgel Wealth Management
  Altoona, WI
• 06/2026 → Present
  Klaas Financial Asset Advisors, Llc
  Loves Park, IL

Previous Registrations

• 2021-11-10 → 2026-05-19
  Orgel Wealth Management, Llc
  Altoona, WI
  Onalaska, WI
• 2021-06-08 → 2021-11-05
  Accel Wealth Management
  Waverly, IA
• 2020-08-31 → 2021-05-24
  Lpl Financial Llc
  Madison, WI
• 2019-08-06 → 2020-08-11
  Mid Atlantic Financial Management, Inc.
  Dubuque, IA
  Pittsburgh, PA
• 2017-07-05 → 2018-12-31
  Cetera Investment Advisers Llc
  Dubuque, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-27
• S65 Uniform Investment Adviser Law Examination
  2015-08-27

Other Names

• Aaron Eugene Schueller
• Aaron E Schueller