Aaron Zimmer, CFP®, AIF®
Wealth Management Advisor
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.
Aaron grew up in Foley, Minnesota, and graduated from Concordia College (Moorhead) in 2015. In his free time, Aaron enjoys one of his many hobbies, including golf, softball, basketball, tennis, darts and spending time with friends and family.
Aaron is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.