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Our financial advice team


Aaron Koykkari, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Aaron Koykkari

APMA®

Financial Advisor

Paramount Financial Strategies
6
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

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Interests

Aaron lives in Waukesha with his wife and three children. He enjoys golf, hiking, running and spending time with his family.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 63 & 66 Securities Registrations
  • Life & Health Insurance Licenses

Education

  • BA, History, University of Wisconsin-Platteville, Platteville, WI