Aaron Petty is a financial advisor and registered representative with United Planners Financial Services Member FINRA/SIPC and has more than 9 years of experience. He provides comprehensive financial planning working closely with his clients on their financial plans. It is his goal to help educate his clients to make informed decisions that will help reduce the burden and stress of any financial decisions. He specializes in investment planning*, education planning*, and retirement income modeling*.
Aaron started his career at Ameriprise Financial in 2007 and in 2015 joined North Star Wealth Strategies with a desire to work closer with individual clients to help them achieve their financial goals. Aaron studied at Brigham Young University at Idaho and currently holds FINRA 7 and 66 securities registrations.
Aaron resides in Fort Worth with his wife and his 2 sons. He enjoys playing softball, soccer and spending time with his family.
*These services are offered through United Planners Financial Services