Aaron Zimmer, CFP®, AIF®

Wealth Management Advisor

Aaron Zimmer, CFP®, AIF®

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.

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.

Team

Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC
Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC

Senior Partner/Wealth Management Advisor

James Jacobs, CLU®, ChFC® CLTC
James Jacobs, CLU®, ChFC® CLTC

Founding Partner of Jacobs Financial/Retirement Specialist

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®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

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

    Aaron is a registered representative and investment advisor representative of Securian Financial Services, Inc.

    2680781/DOFU 8-2019