Aaron Louisell
Helping High-Income Families & Business Owners Build Tax-Efficient Wealth | CFP® | CIMA®
- Role
- Financial Advisor, Cfp, Cima at Raymond James
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Aaron Louisell
I help business owners build, protect, and ultimately transition the value of their…
Experience
Financial Advisor, Cfp, Cima
Sep 2024 — Present · Grand Rapids, MI, US
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Education
Michigan State University
Bachelor of Science in Human Resource Management
Yale School of Management
Certified Investment Management Analyst Certificate Program
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