Aaron Balch is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with BARTLETT & CO. WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2025-08-07 | present | Yes |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2015-11-06 | 2018-12-27 | — |
| MSI FINANCIAL SERVICES, INC. | 2010-08-05 | 2014-02-18 | — |