Aaron has over 20 years of experience in financial planning and is an LPL Investment Advisor Representative and LPL Financial Advisor.
Aaron began his career in 1996 with BGS&G Investment Services, Inc. and then continued to CBIZ Financial Solutions, Inc. Throughout his career, he has fulfilled several roles including research, sales assistance, and financial advisor. Aaron joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
In recognition of his financial experience and dedication to the principles of sound investing, Aaron has been honored by American Funds* by being placed on their All American Team.
As a wealth advisor, Aaron’s experience includes retirement planning, IRA Rollover Services, IRA distribution options, IRA distribution education, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
Check the background of this investment professional on FINRA’s BrokerCheck.
*American Funds, First Peoples Wealth Management Services, and LPL Financial are all unaffiliated.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Peoples Wealth Management Services, and may also be employees of First Peoples Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Peoples Community Federal Credit Union or First Peoples Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
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