Aaron Winters Email & Phone Number
Sr. Wealth Planner @ WealthPlan Group
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Aaron Winters Location
- Omaha, NE, US
Aaron Winters Work
- 2025 -now Sr. Wealth Planner @
- 2025 -now Co-Founder @ RightPath Planning Partners LLC
- 2017 -2025 Retirement Income Consulting @ Osaic
- 2014 -2017 Financial Advisor @
- 2013 -2014 Certified Financial Planner @
- 2011 -2013 Manager- Margin and Trading and Cashiering @
- 2010 -2011 Analyst III- Compliance @
- 2008 -2010 Analyst II- Trade Support @
- 2007 -2008 Mutual Fund Accountant @ Northstar Financial
- 2006 -2007 Credit Risk Analyst @
- 2006 -2006 Apex Long Term Investor Broker @
- 2005 -2006 Client Service Representative and Broker @
Aaron Winters Education
- The American College of Financial Services
Retirement Income Certified Professional
2018-2019 - Kansas State University
Master of Science (M.S.) (Financial Planning)
2015-2017 - University of Nebraska at Omaha
Aaron Winters Skills
- Estate Planning
- Certified Financial
- Fixed Annuities
- Cash Flow
- Bonds
- Stock Market
- Retirement Planning
- Budget
- Tax
- Investments
- Financial Risk
- Variable Annuities
- Investment Advisory
- Equities
- Life Insurance
- Mutual Funds
- Financial Audits
- Investment Strategies
- Risk Management
- Bond Markets
- Leadership Development
- Certified Financial Planner
- Cashiering
- Series 24
- Securities License
- ETFs
- Trading
- Executive Reporting
- Options
- Series 7
- Financial Markets
- Equity Trading
- Annuity Strategies
Aaron Winters Summary
- Aaron Winters, based in Omaha, NE, US, is currently a Sr. Wealth Planner at WealthPlan Group. Aaron Winters brings experience from previous roles at RightPath Planning Partners LLC, Osaic, First National Bank of Omaha and Continuum Financial - a member of the MassMutual Financial Group. Aaron Winters holds a 2018 - 2019 Retirement Income Certified Professional @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Certified Financial, Fixed Annuities, Cash Flow, Bonds and more. Aaron Winters has 3 emails and 1 mobile phone numbers on RocketReach.
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