Aaron Winters
Co-founder | Sr. Wealth Planner | Financial Planning Guru
- Role
- Sr Wealth Planner at Wealthplan Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Aaron Winters
Throughout his career, Aaron has been instrumental in launching cutting-edge retirement income distribution technology, optimizing advisor workflows, and enhancing client outcomes. His extensive experience in advisor support, product selection, and financial planning has allowed him to drive growth and elevate service standards at leading financial institutions. A natural collaborator and problem solver, Aaron excels at building relationships with advisors, clients, and internal teams to create lasting financial success. His depth of knowledge, combined with a forward-thinking approach, makes him an invaluable asset to any organization looking to elevate its financial planning and advisory services.
Experience
Sr Wealth Planner
Oct 2025 — Present · Omaha, NE, US
Education
Metropolitan Community College
Certificate of Acheivement, Financial Planning
Kansas State University
Master of Science (M.S.), Financial Planning
2015 — 2017
University of Nebraska at Omaha
B.S., Business Administration; Finance and Banking
The American College of Financial Services
Retirement Income Certified Professional
2018 — 2019
Skills
- Budget
- Series 7
- Etfs
- Series 24
- Equity Trading
- Variable Annuities
- Investment Strategies
- Investment Advisory
- Stock Market
- Securities License
- Financial Risk
- Leadership Development
- Investments
- Financial Audits
- Bond Markets
- Retirement Planning
- Mutual Funds
- Risk Management
- Financial Markets
- Tax
- Executive Reporting
- Bonds
- Cash Flow
- Estate Planning
- Life Insurance
- Equities
- Options
- Certified Financial Planner
- Fixed Annuities
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