Aj Loedel
Managing Director and CERTIFIED FINANCIAL PLANNER™ at HighPoint Advisors, LLC
- Role
- Managing Director & Financial Planner at Highpoint Advisors, Llc
- Location
- East Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Aj Loedel
AJ Loedel, CFP®, ChFC, RICP, LUTCFManaging DirectorCERTIFIED FINANCIAL PLANNER™ professionalHighpoint Advisors, CERTIFIED FINANCIAL PLANNER™ professional that works with both individuals and businesses to create and monitor strategies to help clients pursue their goals. As a fully independent advisor, strategies offered are focused solely on the needs of each specific client. Specialties include investment planning and asset allocation, as well as retirement income planning and many types of insurance planning.RIPC conferred by The American College. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info section above. Investment Advice office offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am/we are registered to do business, please visit
Experience
Managing Director & Financial Planner
Nov 2011 — Present · East Syracuse, NY, US
Education
University of Scranton
Business Management
1999 — 2003
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