MA
Marc D. Aigner
CETERA INVESTMENT ADVISERS LLC
PORTLAND, OR 97220
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CRD#: 4102925
MA
Professional summary
Marc Donald Aigner is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Portland, Oregon and CETERA WEALTH SERVICES, LLC located in Portland, Oregon.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Marc has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Marc Aigner, LLC~'NIR'~12005 N.E. Halsey St~Portland~OR~97220~Other~Owner/Sole Proprietor~1/1/2009~80hrs~80hrs~dba name|Aigner & Co.~'NIR'~12005 N.E. Halsey St~Portland~OR~97220~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1992~160hrs~80hrs~Accounting Tax Prep| 2) SELF RENTAL BUILDING POSITION: Owner NATURE: Rental building on 12005 NE Halsey St. where business is located is a self rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1998 ADDRESS: 12005 NE Hasley St., Portland OR 97220, United States DESCRIPTION: Passive rental income from self rental 3) AIGNER & CO. POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1992 ADDRESS: 12005 N.E. Halsey St, Portland OR 97220, United States DESCRIPTION: Accounting Tax Prep
CRS (Client Relationship Summary) - RIA
Click below to view Marc Donald Aigner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12005 Ne Hasley St., Portland, OR 97220RIA
CRD#: 105644
PORTLAND, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 12005 Ne Hasley St, Portland, OR 97220BD
CRD#: 13572
PORTLAND, OR
Past
June 15, 2001 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PORTLAND, OR
Past
January 17, 2000 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PORTLAND, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Hawaii(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
