Aurelio Callope, CRC

Aurelio Callope has been serving clients in the investment and financial advising industry for over 23 years and in the broader financial services industry since 1988. He and his wife, Diana, have been Whitewater residents for over 40 years and raised two sons. Aurelio is and has been involved in the local community serving in various capacities with his church and local organizations including the Whitewater Rotary Club, Whitewater Soccer Club, and Whitewater Unified School District. His educational background includes attending Marquette University and University of Wisconsin – Whitewater where he earned his Bachelors of Business Administration Degree - Finance in 1989. Aurelio is an insurance licensed, experienced financial professional and holds the Series 7, 63, & 65 registrations through Cetera Investment Services.

Registrations:

CETERA INVESTMENT SERVVICES LLC (CRD# 15340)
Independent Contractor 
Date:  Dec 6, 2024 - Present

CETERA INVESTMENT ADVISERS LLC (CRD# 105644)
Independent Contractor 
Date:  Dec 6, 2024 - Present

LPL FINANCIAL LLC (CRD# 6413)
Independent Contractor 
View U5 
Date:  Nov 18, 2015 - Dec 6, 2024 

INVEST FINANCIAL CORPORATION (CRD# 12984)
View U5 
Date:  Oct 19, 2005 - Nov 5, 2015

EDWARD JONES (CRD# 250)
View U5
Date:  Sep 9, 2002 - Sep 29, 2005

Experience:

First Citizens State Bank logo
Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services

First Citizens State Bank · Full-time 
Nov 2015 - Present · 10 yrs 8 mos
207 W Main St, Whitewater, WI 53190 · On-site

First Citizens Investment Services is a marketing name of Cetera Investment Services. Securities and insurance 
products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered 
through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 
INVESTMENTS ARE 
\- NOT FDIC/NCUSIF INSURED 
\- MAY LOSE VALUE 
\- NOT FINANCIAL INSTITUTION GUARANTEED 
\- NOT A DEPOSIT 
\- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Third party posts found on this profile do not reflect the views of Cetera Investment Services and have not been 
reviewed by Cetera Investment Services as to accuracy or completeness.

Aurelio Callope, Financial Advisor may only discuss and/or transact securities business with residents of the following states: Wisconsin, Illinois, Minnesota, 
Florida, Pennsylvania, Kentucky, South Carolina, Oregon, California, New Mexico \& Tennessee.

Johnson Financial Group logo
Vice President, Financial Advisor, Johnson Investment Services

Johnson Financial Group
Oct 2005 - Nov 2015 · 10 yrs 2 mos
Beloit, Wisconsin, United States
Financial Advisor

Edward Jones logo
Financial Advisor
Edward Jones
Aug 2002 - Oct 2005 · 3 yrs 3 mos
Jefferson, WI

Financial Advisor
Vice President
Community Bank of Elkhorn (F\&M Bank - Elkhorn)
Mar 1999 - Aug 2002 · 3 yrs 6 mos
Elkhorn, WI

Commercial Lender
Wisconsin Housing and Economic Development Authority (WHEDA) logo
Loan Officer
Wisconsin Housing and Economic Development Authority (WHEDA)
Apr 1991 - Feb 1999 · 7 yrs 11 mos
Greater Madison Area

Commercial LenderLoan Officer
Chase (formerly Bank One, Marine Bank)
May 1988 - Apr 1991 · 3 yrs
Elkhorn, WICredit Analyst and Lender