Director, Wealth Management at McGladrey Wealth Management LLC
- Des Moines, Iowa Area
- Financial Services
Aaron Schomer's Overview
- Advisor at McGladrey Wealth Management LLC
Aaron Schomer's Summary
Aaron works with successful individuals and families, helping them make good financial decisions.
Aaron is responsible for a variety of activities including advising clients, managing and training staff, analyzing investment portfolios, developing financial plans and presenting solutions for clients.
Aaron is a quick learner who excels at juggling multiple priorities with confidence. His commitment, decisive nature, flexibility, strong core values and desire to continuously improve make him highly dependable.
Aaron develops deep relationships with his clients that go below the surface as he strives to understand their individual goals, dreams and personalities, which assists in the advice passed on to each client.
Aaron has more than 11 years of experience with serving clients. He is a Certified Financial Planner™ practitioner. He holds life, health and variable contracts insurance licenses. Aaron is a 2001 honors graduate of Simpson College, Indianola, Iowa, with a B.A. degree in accounting.
Aaron Schomer's Experience
Partnership; 5001-10,000 employees; Accounting industry
February 2004 – Present (10 years 7 months)
Privately Held; 11-50 employees; Financial Services industry
September 1999 – November 2002 (3 years 3 months)
Public Company; 10,001+ employees; SVU; Supermarkets industry
April 1995 – September 1999 (4 years 6 months)
Assisted grocery store managers with bookkeeping and accounting, including: coupon redemption, payroll, accounts payable, etc.
Aaron Schomer's Skills & Expertise
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Retirement Planning
- High Net Worth Individuals
- Financial Planning
- Wealth Management
- Long Term Care
- Term Life Insurance
- Disability Insurance
Aaron Schomer's Education
Aaron Schomer's Additional Information
Contact Aaron for:
- expertise requests
- getting back in touch