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Our financial advice team


Aaron Zimmer, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Aaron Zimmer

MBA, CFP®, BFA, APMA, ChSNC®

Private Wealth Advisor

Capital Wealth Advisory Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • ChSNC® Chartered Special Needs Consultant®

Education

  • BS, Finance - University of Wisconsin-River Falls 2002
  • MBA, University of Wisconsin-Madison 2023

Awards & recognition

  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success, 2005, 2019, 2020, 2021, 2022, 2023
  • AdvisorHub Fast Growing Advisors to Watch, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Ameriprise Chairman's Advisory Council, 2023, 2024

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Outdoor activities including hiking, camping and fishing
  • Spending time with my family

Honored to receive recognition

All of us at Capital Wealth Advisory Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Capital Wealth Advisory Group team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.