Aaron Zimmer, CFP®, AIF®, RICP

Wealth Management Advisor

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Aaron Zimmer, CFP®, AIF®, RICP

Wealth Management Advisor

About Aaron

Aaron provides insurance, investment and retirement solutions for individuals, families and businesses. He 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
  • Life insurance
  • Disability insurance
  • Comprehensive fee-based financial plans
  • Net worth accumulation strategies
  • Debt management
  • Corporate retirement plans and benefits

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 they make. His goal is to have his clients reach their goals, while reducing any financial concerns they may have.

replace with: Aaron grew up in Foley, Minnesota, and graduated from Concordia College (Moorhead) in 2015 with a degree in Mathematical Finance. Aaron lives in St Cloud with his wife Alisha. In his free time, Aaron is an avid sports fan, enjoys playing golf, and spending time with his family and friends.

Team

Jody Reese
Jody Reese

Client Services Representative & 401k Retirement Plans

Cheryl Hochhalter
Cheryl Hochhalter

Business Office Manager

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Carrie Hancock, ChFC®, CLU®
Carrie Hancock, ChFC®, CLU®

Vice President, Financial Planning Resource Center

Contact

Get in touch with Aaron:

    Location

    Jacobs Executive Center

    1407 33rd St. S.
    St. Cloud, MN 56301

    Get directions

    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.