AT
CFP

Aaron Paul Titze

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
Loading...

Advisor Information

Office location

539 Bielenberg Drive, Suite 210, Woodbury, MN, 55125

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2014
Settled
Other Business ActivitiesSells Insurance

Aaron is the sole member of Aaron Titze LLC, an administrative LLC with no business operations. He is also a co-owner of GT Financial Advisors, LLC, which provides fixed annuities and life insurance, dedicating a few hours per week to this role.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2024 - Present · 2 yrs
Osaic Wealth, INC. Broker
January 2024 - Present · 2 yrs
Previous Registrations
Woodbury Financial Services, INC.
January 2014 - January 2024 · 10 yrs
Woodbury Financial Services, INC.
February 2003 - February 2003 · 0 mos
Woodbury Financial Services, INC.Broker
March 1997 - January 2024 · 26 yrs 10 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.