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Our financial advice team


Aaron Zimmer

Aaron Zimmer

CFP®, BFA, APMA®, ChSNC®

Private Wealth Advisor

Franchise Owner
Capital Wealth Advisory Group
19
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.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Interests

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

Community participation

  • Madison Area Down Syndrome Society, Member Board of Director

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2019, 2020

Qualifications

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

Education

  • BS, Finance - University of Wisconsin River Falls 2002

Professional associations

  • Financial Planning Association
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