Aaron Joshua Green

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

• 08/2016 → 07/2018
  Thrivent Investment Management Inc
  Saint Cloud, MN
• 08/2016 → 07/2018
  Thrivent Financial
  Appleton, WI
• 07/2018 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2018 → Present
  American Heritage National Bank
  St Cloud, MN
• 07/2018 → Present
  Cetera Investment Advisers Llc
  St Cloud, MN

Previous Registrations

• 2016-08-23 → 2018-07-27
  Thrivent Investment Management Inc.
  Saint Cloud, MN
  Golden Valley, MN
• 2014-01-31 → 2016-07-29
  Cetera Investment Advisers Llc
  St Cloud, MN
• 2014-01-29 → 2014-01-31
  Cetera Investment Services Llc
  St Cloud, MN
  Wishek, ND
  Dundalk, MD
  Murray, KY
  Brownsville, TN
  St. Cloud, MN
  St. Cloud, MN
  St Cloud, MN

Other Businesses

1. NOTARY PUBLIC FOR MN SECRETARY OF STATE. 2. BOARD MEMBER FOR CATHEDRAL HIGH SCHOOL EDUCATION FOUNDATION, NO ACCESS TO BANK ACCOUNTS, NO CHECK WRITING PRIVILEGES, DOES NOT PLACE OR HANDLE SECURITIES, DOES NOT RECOMMEND SPECIFIC SECURITIES, DOES NOT MAKE INVESTMENT DECISIONS, 0.25/HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-22
• S63 Uniform Securities Agent State Law Examination
  2002-01-22