Aaron Jonathan Fickle
Advisor at Cetera — Clinton, MO E Ohio St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Clinton, MO 64735
Cetera
Institution
Aaron Fickle is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Fickle is an advisory board member of the Truman Lake Community Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Clinton, MO E Ohio St
1110 E Ohio St Ste A
Clinton MO 64735
Advisors at this office
3
Missouri
1 year of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Clinton, MO
Cetera
2025 - Present • 1 year
Schaumburg, IL
Avantax Advisory Services
2024 - 2025 • 1 year
Clinton, MO
Avantax Investment Services Inc.
2024 - 2025 • 1 year
Clinton, MO
Cook & Company CPAs + Wealth Management, LLC
2024 - Present • 2 years
Clinton, MO
Cook & Company CPAs + Wealth Management, LLC (CPA)
2024 - Present • 2 years
Clinton, MO
Forviz Mazars, LLP
2023 - 2024 • 1 year
Kansas City, MO
Cook & Company CPAs + Wealth Management, LLC
2022 - 2023 • 1 year
Clinton, MO
Forviz Mazars, LLP
2022 - 2022 • 1 year
Kansas City, MO
Westport Construction Co.
2021 - 2021 • 1 year
Clinton, MO
City of Clinton
2021 - 2021 • 1 year
Clinton, MO
City of Clinton
2020 - 2020 • 1 year
Clinton, MO
Westport Construction Co.
2020 - 2020 • 1 year
Clinton, MO
Custom Resources
2019 - 2019 • 1 year
Clinton, MO
Cook Company CPAs + Wealth Management, LLC
2018 - 2019 • 1 year
Clinton, MO
Student
2018 - 2023 • 5 years
Warrensburg, MO
Cook & Company CPAs + Wealth Management, LLC (Wealth Management)
2018 - Present • 8 years
Clinton, MO
AJFickle Properties LLC
2018 - 2022 • 4 years
Clinton, MO
Custom Resources
2018 - 2018 • 1 year
Clinton, MO
Student
2014 - 2018 • 4 years
Clinton, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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