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Aaron Marvin Jaenisch

Advisor at Cetera — Montevideo, MN

Updated today

Credentials

Series 66

Experience

5 years

Location

Montevideo, MN 56265

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Aaron Jaenisch is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he contributes to his family farm by assisting with livestock, crop harvesting, and equipment maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, utilizing both affiliated and third-party managers across multiple program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$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%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

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.

Location

See office

Montevideo, MN

125 S 1st St

Montevideo MN 56265

Advisors at this office

1

Most active in

Minnesota

Work history

5 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Montevideo, MN

Avantax Investment Services, INC.

2020 - 2025 • 5 years

Montevido, MN

Avantax Advisory services

2020 - 2025 • 5 years

Montevido, MN

Avantax Advisory services

2019 - 2020 • 1 year

Montevideo, MN

Candice Jaensch Ltd

2018 - Present • 8 years

Montevideo, MN

Co-op Credit Union

2016 - 2017 • 1 year

Montevideo, MN

University of Nebraska- Lincoln

2014 - 2019 • 5 years

Lincoln, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mitchell T

CFP®, Series 63

Montevideo, MN

MJT & Associates Financial Advisory Group, Inc.

Mitchell Thompson is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at MJT & Associates Financial Advisory Group, Inc. Prior to founding MJT & Associates in 2014, he worked at Cambridge Investment Research Advisors, Inc. from 2014 to 2018. In addition to his advisory role, he provides consulting focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach incorporating Modern Portfolio Theory and technical analysis, managing diversified portfolios with ongoing monitoring and formal annual reviews.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
user avatar

Mark J

ChFC®, Series 63, Series 66

Granite Falls, MN

Thrivent Investment Management

Mark Jensen is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Jensen has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for several local organizations including the Yellow Medicine East scholarship fund, Yellow Medicine Community Education, and Avera-Granite Falls Hospital and Manor, and assists clients with health insurance coverage through the MNsure exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics but does not include implementation of recommendations. The firm emphasizes ongoing client engagement through planning and managed-account programs while maintaining separate service arrangements.

Business ownership considerations

James B

Series 66

Montevideo, MN

Edward Jones

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
user avatar

Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

Business ownership considerations
user avatar

Harold G

Series 66

Granite Falls, MN

Thrivent Investment Management

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

Business ownership considerations

Shelly B

Series 66

Montevideo, MN

Edward Jones

Shelly Bednar is a Series 66-registered financial advisor with Edward Jones, bringing a total of four years of industry experience, including prior tenure at Ameriprise. She serves on a local board of directors and is involved with LFP Consulting LLC in a non-investment-related capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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