Aaron D. Sannes

Private Wealth Advisor at Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Role
Private Wealth Advisor at Ameriprise Financial Services, LLC
Location
Waterloo, IA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Aaron D. Sannes

Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLCPlease visit for important rules and disclosuresabout how you and I can interact on social media. Reach your financial goals with confidence You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.​Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.​Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.Areas of focus: Christian Financial StrategiesRetirement Planning StrategiesTax Planning StrategiesEstate Planning StrategiesExecutive Compensation and Benefit StrategiesSmall BusinessCharitable GivingSaving for EducationYears of Experience: 31 years

Experience

  1. Private Wealth Advisor

    Ameriprise Financial Services, LLC

    Jul 2015 — Present · Cedar Falls, IA, US

    Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC6919 Chancellor Dr.Suite ACedar Falls, IA 50••••19) Longfellow Dr, Ste AHiawatha, IA 52••••••••01 Utica Ridge RdDavenport, IA 52••••••••35 CA Insurance #40•••46

Education

  • Luther College

    BA, Economics

    1987 — 1991

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Aaron D. Sannes — Private Wealth Advisor at Ameriprise Financial Services, LLC in Waterloo, IA, US | Unifers