Aaron Zimmer CFP®, AIF®
Aaron provides insurance, investment, and retirement solutions for individuals, families, and businesses. Aaron uses these solutions to provide individualized financial solutions for his clients. Every client has different goals and objectives. Aaron helps his clients actively pursue their goals, while minimizing their financial risks and concerns, by using a holistic wealth management strategy. These areas of holistic wealth management include:
- Fee-Based Asset Management
- Retirement Accumulation Strategies
- Education Funding Strategy’s (529 Plans, UTMA Accounts)
- Life Insurance
- Disability Insurance
- Comprehensive Fee-Based Financial Plans
- Net Worth Accumulation Strategies
- Debt management
- Corporate retirement plans and benefits (401k, 403b, Simple IRA’s, SEP IRA’s)
Aaron enjoys the working relationship that he develops with his clients. He helps his clients organize their financial lives, while educating them on their options, and the decisions that they make. His goal is to have his clients reach their goals, while reducing any financial concerns they may have.
Aaron grew up in Foley, Minnesota and graduated with a Bachelor of Arts Degree from Concordia College (Moorhead). He now lives in St. Cloud, MN with his wife Alisha. In his free time, Aaron enjoys one of his many hobbies. His hobbies include golf, softball, basketball, tennis, darts, and spending time at the lake with friends and family.
Aaron is a registered representative and investment advisor representative of Securian Financial Services, Inc.