Aaron Meissner, CRES

Aaron graduated Summa Cum Laude from Bethel University in St. Paul with a B.S. in Accounting and Finance. Having grown up in the home of a Financial Advisor, Aaron received plenty of financial advice (both solicited and unsolicited), giving him valuable insight into the needs of his clients. Coupling this with his experience in the Financial Industry, Aaron seeks to meet his clients wherever they are in their financial journey to help them achieve their financial and retirement goals.

Aaron provides comprehensive financial planning designed to help clients navigate the many stages of their financial lives. Working alongside his team, he takes a collaborative approach to helping clients establish a strong financial foundation, prepare for retirement, and pursue their unique financial goals. Together, they develop strategies tailored to each client’s individual needs and circumstances.

In addition, he has a wealth of knowledge in asset allocation & portfolio management, 403(b) & 403(b) match programs, IRAs/Roth IRAs, 457 deferred comp plans, 401(k) plans, HSAs, and education savings plans, such as 529 & Coverdell accounts.

Aaron holds his Series 7 and 66 registrations and his Life, Accident, and Health insurance license. Aaron is available to work with clients all over the country, so you can rest assured that your financial security will remain in good hands wherever life may take you.

Aaron enjoys the outdoors, reading, music and is actively involved in his church and community. Centered around trust and expertise, Aaron looks forward to assisting clients in creating a solid financial future!