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Our financial advice team


Elwin J Aggen

Elwin J Aggen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Quest Wealth Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Ag Business Adminstration and Ag Education, University of Minnesota, 1982

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.

Community participation

Worthington Charter Commission Board.

Member of Worthington Chamber of Commerce.