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Our financial advice team


Aaron Turner

Aaron Turner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Turner & Associates
27
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 22 reviews

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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances

Interests

Spending time with my family. Camping with my son and the boy scout troop, Cooking.

Awards & recognition

  • Ameriprise Circle of Success, 2014

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA Public Relations, Illinois State University, Normal IL 1992
  • BA Business Administration, Illinois State University, Normal IL 1992

Professional associations

  • Delta Sigma Phi Alumni
  • Illinois State University Alumni
Newsletter

to receive my newsletters and other financial and market information

Community participation

For the last 5 years I have been involved in local Cub Scout Packs with my son Trenton as an Assistent Den leader in Pack 38 in the Tiger and Wolf Dens and as Den Leader with Pack 801 in the Bear, and Webelos Dens. Trenton and 5 of his den mates have all achieved the highest award given to a Cub Scout, the Arrow of Light. They also all achieved the Super Achiver Award for completing all 20 Webelos activity pins over the 18 months that they were Webeles.

They have all now crossed over into Boy Scout and I have moved with them and have become a Assitant Scoutmaster with Troop 80 in St. Charles, IL .