Aaron Winters Email & Phone Number
Sr. Wealth Planner @ WealthPlan Group
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Aaron Winters Location
- Omaha, NE, US
Aaron Winters Work
- Sr. Wealth Planner @ (October 2025 - Present)
- Co-Founder @ RightPath Planning Partners LLC (July 2025 - Present)
- Retirement Income Consulting @ Osaic (July 2017 - March 2025)
- Financial Advisor @ (March 2014 - July 2017)
- Certified Financial Planner @ (August 2013 - March 2014)
- Manager- Margin and Trading and Cashiering @ (July 2011 - August 2013)
- Analyst III- Compliance @ (July 2010 - July 2011)
- Analyst II- Trade Support @ (April 2008 - July 2010)
- Mutual Fund Accountant @ Northstar Financial (March 2007 - April 2008)
- Credit Risk Analyst @ (July 2006 - March 2007)
- Apex Long Term Investor Broker @ (March 2006 - July 2006)
- Client Service Representative and Broker @ (August 2005 - March 2006)
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
B.S. (Business Administration; Finance and Banking)
- Metropolitan Community College
Certificate of Acheivement (Financial Planning)
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 4 mobile phone numbers on RocketReach.
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