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Detailed Report
AARON MATTHEW SCHOMER
CRD#: 4768943
IA
Investment Adviser
COMPOUND PLANNINGCRD#: 171787 114 at Gravitate Downtown
500 Locust Street
Des Moines, IA 50309
Registration History
200420062008201020122014201620182020202220242026IACOMPOUND PLANNING (CRD# 171787)2025 - Present (<1 year)IACHOREO, LLC (CRD# 111221)2004 - 2025 (20 years)
License(s)

State Registrations

IA
Iowa 2/27/2025
IA
Texas 2/27/2025
IA
Missouri 2/27/2025
Current Registration(s)
IA
COMPOUND PLANNING (CRD#:171787)
114 at Gravitate Downtown 500 Locust Street, Des Moines, IA 50309
Registered with this firm since 2/27/2025
Previous Registration(s)
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IA
 06/22/2004 - 03/03/2025 CHOREO, LLC (CRD#:111221) Des Moines, IA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.