Aaron Schueller has been an investment adviser representative at Klaas Financial Asset Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Aaron Schueller holds a Bachelor of Science in Finance from Loras College.
Klaas Financial Asset Advisors, LLC. is a Loves Park, IL firm with $758M under management, 1,015 clients and 13 advisers across 2 offices, as of its May 2026 filing.
Aaron Schueller is Retirement Plans Lead at Klaas Financial, which he joined in 2026. He provides investment advisory, consulting and employee education services to corporate retirement plan clients, with over 10 years of experience advising retirement plan sponsors.
Aaron Schueller’s longest registration was 4 years at Orgel Wealth Management, LLC (2021–2026). Before joining Klaas Financial Asset Advisors in 2026, Aaron Schueller was registered through Orgel Wealth Management, LLC and Accel Wealth Management LLC.
- – present · under a yearFitchburg, WI · Adviser representative · Firm CRD 121399
- Orgel Wealth Management, LLC– · 4 yearsOnalaska, WI · Adviser representative · Firm CRD 168219
- Accel Wealth Management LLC– · under a yearWaverly, IA · Adviser representative · Firm CRD 286201
- LPL Financial LLC– · under a yearMadison, WI · Adviser representative · Firm CRD 6413
- Mid Atlantic Financial Management, Inc.– · 1 yearDubuque, IA · Adviser representative · Firm CRD 109771
- Cetera Investment Advisers LLC– · 1 yearDubuque, IA · Adviser representative · Firm CRD 105644
Professional designations
Listed by Klaas Financial Asset Advisors
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Aaron Schueller is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- IllinoisSince 25 June 2026
- WisconsinSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 2017 |
| Series 7 | General Securities Representative Examination | 1 July 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Eugene Schueller
- CRD
- 6817440
- Firm
- Klaas Financial Asset Advisors · CRD 121399
- Office
- 5951 McKee Road, Suite 200, Fitchburg, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- klaasfinancial.com
Where does Aaron Schueller work?
Aaron Schueller is an investment adviser representative registered through Klaas Financial Asset Advisors, LLC. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Schueller a financial advisor?
Yes. Aaron Schueller has a current investment-adviser registration in Illinois and Wisconsin, through Klaas Financial Asset Advisors since June 2026.
How many years of experience does Aaron Schueller have?
Aaron Schueller has 8 years in the financial industry, since April 2018, across 6 adviser firms.
What exams has Aaron Schueller passed?
Aaron Schueller has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in August 2015. FINRA credited Aaron Schueller with the SIE, which began in October 2018.
Where did Aaron Schueller work before Klaas Financial Asset Advisors?
Before Klaas Financial Asset Advisors, Aaron Schueller was registered through Orgel Wealth Management, LLC, November 2021 to May 2026; Accel Wealth Management LLC, June 2021 to November 2021; LPL Financial LLC, August 2020 to May 2021; Mid Atlantic Financial Management, Inc., August 2019 to August 2020; Cetera Investment Advisers LLC, July 2017 to December 2018.
Where is Aaron Schueller based?
Aaron Schueller’s registered office is in Fitchburg, WI.
Is Aaron Schueller registered with FINRA?
No. Aaron Schueller has no current broker registration.
How can I verify Aaron Schueller’s record?
Search CRD 6817440 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Schueller’s full registration record.