I have 13 years' experience as an Edward Jones financial advisor. During my time, I’ve been fortunate to build relationships and financial road maps with leaders of families and businesses.
Whether your goal is to retire early, reduce taxes, manage retirement income or create a legacy, we can develop a tailored solution using our 5-step established process. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Our service model has several scheduled touch points to keep our clients informed on progress toward their goals, updated on changing market conditions and educated on various financial topics. On occasion, we also try to create unique and fun client experiences as well. Brenda Gunderson, my branch office administrator, joined my practice in 2021. She cares for the administrative needs of our clients. Brenda enjoys cooking, reading and crafting.
During my career, I have been selected to serve in various leadership positions including hiring, training and mentoring new financial advisors. I have also been an active Kiwanis member since 2010.
I was born and raised in Southern California. I attended high school in Des Moines, IA. Now, I have established roots here in the Twin Cities. My wife, Janell, and I were married in 2010 and we have a son, William, and a daughter, Nora, as well as our dog, Merlin.
I graduated from Concordia University in St. Paul in 2006 with a degree in business administration. While at Concordia, I was fortunate to play NCAA Division II basketball and letter and achieve Academic All-Conference all four years.
My lifelong love of sports, outdoors and fishing is now shared with our children. I enjoy coaching on their various sports teams in the Shoreview area. Our family also enjoys traveling, being outdoors and fishing, especially at our home on Twin Lake and Upper Red Lake near my wife's family.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Charitable Giving
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Coaching Sports
Phone NumberAaron J Ackerson at (651) 766-0031
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