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Aaron Eugene Schueller

Investment Adviser Representative at Klaas Financial Asset Advisors, LLC.

Fitchburg, WICRD #6817440Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Eugene Schueller is an investment adviser representative with Klaas Financial Asset Advisors, LLC. in Fitchburg, WI, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 6 firms, including Orgel Wealth Management, LLC and Accel Wealth Management LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois and Wisconsin.

Office

5951 Mckee Road, Suite 200
Fitchburg, WI 53719

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/27/2017
Series 65
Uniform Investment Adviser Law Examination
Passed 8/27/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/1/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Klaas Financial Asset Advisors, LLC.Current
6/25/2026 – Fitchburg, WI
Orgel Wealth Management, LLC
11/10/2021 – 5/19/2026Onalaska, WI
Accel Wealth Management LLC
6/8/2021 – 11/5/2021Waverly, IA
LPL Financial LLC
8/31/2020 – 5/24/2021Madison, WI
MID Atlantic Financial Management, Inc.
8/6/2019 – 8/11/2020Dubuque, IA
Cetera Investment Advisers LLC
7/5/2017 – 12/31/2018Dubuque, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. American Trust & Savings BANK
    Nov 2016 – Nov 2018Dubuque, IA
  2. Cetera Investment Services LLC
    Jun 2017 – Dec 2018St.cloud, MN
  3. Cetera Investment Advisers
    Nov 2017 – Dec 2018Dubuque, IA
  4. MID Atlantic Capital Corporation
    Aug 2019 – Aug 2020Pittsburgh, PA
  5. MID Atlantic Financial Management, Inc.
    Aug 2019 – Aug 2020Pittsburgh, PA
  6. American Trust Retirement
    Nov 2018 – Aug 2020Dubuque, IA
  7. LPL Financial LLC
    Aug 2020 – Jun 2021Madison, WI
  8. Bankers' BANK
    Aug 2020 – Jun 2021Madison, WI
  9. Accel Wealth Management LLC
    Jun 2021 – Nov 2021Waverly, IA
  10. Orgel Wealth Management
    Nov 2021 – Jun 2026Altoona, WI
  11. Klaas Financial Asset Advisors, LLC
    Jun 2026 – no end date reportedLoves Park, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Klaas Financial Asset Advisors, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
2
Main office:
Loves Park, IL
SEC file number:
801-79516

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 6, 2026

View full firm profile

Other advisors at Klaas Financial Asset Advisors, LLC.

Showing 12 of 14 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Eugene Schueller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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