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 @ WealthPlan Group
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2025 - now Co-Founder @ RightPath Planning Partners LLC
2017 - 2025 Retirement Income Consulting @ Osaic

2014 - 2017 Financial Advisor @ FNBO
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2013 - 2014 Certified Financial Planner @ MassMutual Central U.S.
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2011 - 2013 Manager- Margin and Trading and Cashiering @ Securities America Inc.
2010 - 2011 Analyst III- Compliance @ Securities America Inc.
2008 - 2010 Analyst II- Trade Support @ Securities America Inc.
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2007 - 2008 Mutual Fund Accountant @ Northstar Financial
2006 - 2007 Credit Risk Analyst @ TD Ameritrade
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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

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Aaron Winters Skills

Estate Planning
Certified Financial
Fixed Annuities

Cash Flow
Bonds
Stock Market
Retirement Planning
Budget
Tax
Investments

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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 4 mobile phone numbers on RocketReach.

Aaron Winters Emails

Found 3 emails

Aaron Winters Phone Numbers

Found 6 phone numbers

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Others Named Aaron Winters

Aaron Winters

SVP of Cyber Analytics at Allied Associates International a Redhorse Corporation at Redhorse Corporation

Washington, DC, US
2
- redhorsecorp.com
- live.com
5+
- +1 703-435-XXXX
- +1 317-844-XXXX
- +1 571-284-XXXX
- +1 301-697-XXXX
- +1 540-341-XXXX
- +1 540-809-XXXX
Aaron Winters

Principal Scientist at A2 Biotherapeutics, Inc.

Ventura, CA, US
2
- a2biotherapeutics.com
- gmail.com
3
- +1 805-648-XXXX
- +1 805-890-XXXX
- +1 805-447-XXXX
Aaron Winters

Executive Director at Kalamazoo Humane Society

Kalamazoo, MI, US
2
- southwestmichiganfirst.com
- gmail.com
2
- +1 269-377-XXXX
- +1 269-345-XXXX
Aaron Winters

Chief Technology Officer at Kreative Technologies, LLC

Fairfax, VA, US
1
- kreativetech.com
3
- +1 703-634-XXXX
- +1 646-520-XXXX
- +1 703-863-XXXX
Aaron Winters

Primary Care Nurse Practitioner - Residency Program at Riggs Community Health Center, Inc.

Elko, NV, US
4
- +1 765-414-XXXX
- +1 260-432-XXXX
- +1 765-643-XXXX
- +1 765-495-XXXX

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Top WealthPlan Group Employees

Brent O'Mara

Co-Founder at WealthPlan Group

Omaha, NE, US
3
- feltzwp.com
- wealthplan.group
- wealthplan.partners
3
- +1 402-968-XXXX
- +1 402-452-XXXX
- +1 402-968-XXXX
Sarah Kennelly

Chief Operations Officer at WealthPlan Group

Omaha, NE, US
1
- wealthplan.group
Ward Behlen

Director of Fiduciary Services at WealthPlan Group

Omaha, NE, US
3
- hotmail.com
- wealthplan.group
- comcast.net
3
- +1 402-359-XXXX
- +1 402-319-XXXX
- +1 402-563-XXXX
Stewart Bale

Director of Client Service at WealthPlan Group

Grand Junction, CO, US
2
- yahoo.com
- gmail.com
5+
- +1 913-269-XXXX
- +1 801-590-XXXX
- +1 850-723-XXXX
- +1 414-271-XXXX
- +1 850-477-XXXX
- +1 850-478-XXXX
Kristina Shea

New Business Coordinator at WealthPlan Group

Roseville, CA, US
1
- wealthplan.group
3
- +1 916-402-XXXX
- +1 650-862-XXXX
- +1 650-862-XXXX

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