Advisor profile


My approach

Aaron Piatko - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Aaron Piatko - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Business Administration- Kent State University 2000
  • Series 7 licensed - General securites representative
  • Series 66 licensed - Combined investment advisory agent & uniform state exam
  • CRPC® - Chartered Retirement Planning Counselor
  • Ohio Life & Health Insurance licensed

Interests

  • I enjoy spending time with my family