Aaron Thomas Koss
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Thomas Koss is an investment adviser representative with LPL Financial LLC in Antigo, WI, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
8 states and territories
Arizona, Colorado, Florida, Illinois, Michigan, Minnesota, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Koss Wealth Advisors / DBA for LPL BusinessOct 2024 – no end date reportedAntigo, WI
- UnemployedMar 2024 – Oct 2024Milwaukee, WI
- ZSH Ventures / DBA for RTA GroupAug 2023 – Feb 2024Milwaukee, WI
- Zizzl LLCNov 2020 – Jul 2023Milwaukee, WI
- UW MilwaukeeJan 2020 – Jul 2021Milwaukee, WI
- Antigo ArboristsMay 2019 – Nov 2020Antigo, WI
- UnemployedMar 2019 – May 2019Highland Ranch, CO
- Pax8Oct 2018 – Feb 2019Greenwood Village, CO
- UnemployedSep 2018 – Sep 2018Highland Ranch, CO
- Cornerstone Advisors of Ameriprise FinancialAug 2017 – Aug 2018Wausau, WI
- UW MilwaukeeSep 2013 – Jul 2017Milwaukee, WI
- Door County Sunglass CompanyMay 2014 – Dec 2016Egg Harbor, WI
- LPL Financial LLCOct 2024 – no end date reportedAntigo, WI
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial 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
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
Showing 12 of 24,114 in the directory
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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 Thomas Koss 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.
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