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.
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.
Get in touch with Aaron:
Aaron is a registered representative and investment advisor representative of Securian Financial Services, Inc.