Advisor profile


My approach

Aaron P Karr - 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 P Karr - My approach photo

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • Bachelor of Economics, California State University Sacramento

Interests

  • Fly fishing
  • Mountain biking
  • Road biking
  • Golf
  • Travel with family

Community participation

I'm a member of the Folsom Auburn Trail Riders Action Coalition. We work to help improve, maintain and build multi-use trails in the Sacramento and Auburn area. I really enjoy doing trail work! I also helped build a section of the Connector Trail in Auburn. It's always a very rewarding feeling every time I ride it knowing I helped in it's creation for everyone to enjoy.

  • Folsom Auburn Trail Riders Action Coalition (FATRAC)

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Board Member-Sacramento Western Pensions & Benefits Council

Previous experience

  • Pension Consultant, Polycomp Administrative Services, Inc., 2006-2016, Roseville, CA, 10 years
  • Retirement Plan Sales Associate, Polycomp Administrative Services, Inc., 2002-2005, Roseville, CA, 4 years
  • 401(k) Administrative Consultant, Franklin Templeton Investments, 2001-2002, Rancho Cordova, CA, 1 year
  • 401(k) Relationship Manager, Franklin Templeton Investments, 2000-2001, Rancho Cordova, CA, 1 year
  • 401(k) Installations Representative, Franklin Templeton Investments, 1998-2000, Rancho Cordova, CA, 3 years