Best Investors Account Sign in

Aaron Lee Albers

Commonwealth Financial Network

Phoenix, AZ

Maricopa, AZ

Claim This Profile
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-04-25
  • AZ RA
    APPROVED
    Since 2024-04-25

Branch Locations

2720 East Camelback Road #200, Phoenix, AZ 85016 • United States

Maricopa, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cienega High School Vail AZ 07/2016 11/2018
Cinemark Tucson AZ 11/2018 03/2020
Safeway Tucson AZ 03/2020 06/2020
United States Marine Corps Oceanside CA 06/2020 01/2024
Jeff Kluve Financial Planning Phoenix AZ 01/2024 Present
Commonwealth Financial Network Phoenix AZ 01/2024 Present
  • 07/2016 → 11/2018
    Cienega High School
    Vail, AZ
  • 11/2018 → 03/2020
    Cinemark
    Tucson, AZ
  • 03/2020 → 06/2020
    Safeway
    Tucson, AZ
  • 06/2020 → 01/2024
    United States Marine Corps
    Oceanside, CA
  • 01/2024 → Present
    Jeff Kluve Financial Planning
    Phoenix, AZ
  • 01/2024 → Present
    Commonwealth Financial Network
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
  • S66 Uniform Combined State Law Examination
    2024-04-22

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor