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Jacob A

Series 66

Fort Wayne, IN

Cetera

Jacob Aschliman is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and ASCH Financial, where he assists with client communications and administrative duties. He also acts as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a nationwide network of independent advisors.

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

ChFC®, Series 66

Fort Wayne, IN

Cetera

Kyle Aschliman is a financial advisor at Cetera with 19 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Sigma Planning Corporation and APP Financial LLC. Outside of advising, he owns and manages Asch Financial LLC, a financial services and tax planning business. Cetera Investment Advisers LLC serves 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 multi-manager platform that includes affiliated and third-party managers.

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