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Aaron D Sannes, Private Wealth Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Aaron D Sannes

CFP®, ChFC®

Private Wealth Advisor

Managing Partner of
Discerning Wealth
31
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

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • BA, Economics, Luther College, Decorah, IA

Awards & recognition

  • Ameriprise Circle of Success, 2015-2017, 2020

Previous experience

  • Training Manager, Ameriprise Financial Services, Inc., 1993-1995
  • District Manager, Ameriprise Financial Services, Inc., 1995-1999
  • Managing Principal, Ameriprise Financial Services, Inc., 1999-2002
  • Financial Advisor, Ameriprise Financial Services, Inc., 2002-2014

Community participation

  • Blackhawk County Estate Planning Council Member
  • Investment Committee Member, Community Foundation of Northeast Iowa
  • Finance Committee Member, Nazareth Evangelical Lutheran Church

Interests

Spending time with family and friends, travel, music, golf and being part of my children's activities.