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Our financial advice team


Aaron J Fritz, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Aaron J Fritz

CFP®, APMA

Financial Advisor

Echelon Wealth Partners
16
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 Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Intergenerational Planning
  • Saving for Education
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Minnesota State University Bachelor of Science in Accounting & Business Administration
  • Hawkeye Community College Associate in Arts in General Studies

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Consultant, Fidelity Investments, 2014-2022
  • Financial Advisor, Ameriprise Financial Services, Inc, 2008-2014

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.

Interests

I love spending time with my family. My wife, Kim, and our two children Baker and Hayden. Together we enjoy outdoor activities. In the Summer, you will find me waterskiing, wakeboarding or golfing.

In Summer 2022, I completed the MS 150 with my father, younger sister and husband, and a friend. This is a 2 Day ride from Proctor (outside of Duluth) down to White Bear Lake, Minnesota.