Broker Check
Aaron ZimmerCFP®, AIF®, RICP®

Aaron Zimmer

CFP®, AIF®, RICP®

Wealth Management Advisor

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 FundingStrategies (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 IRAs, SEP IRAs)
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 Cetera Advisor Networks LLC.