LinkedInAaron Schomer

Aaron Schomer

Director, Wealth Management at McGladrey Wealth Management LLC

Location
Des Moines, Iowa Area
Industry
Financial Services
Current
  1. McGladrey Wealth Management LLC
Previous
  1. Foster Group,
  2. SUPERVALU
Education
  1. College for Financial Planning
Websites
160connections

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160connections
McGladrey Wealth Management LLC

McGladrey Wealth Management LLC

Advisor

– Present

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Background

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.

Experience

Advisor

McGladrey Wealth Management LLC
– Present (10 years 9 months)

Analyst

Foster Group
(3 years 3 months)

Retail Accounting

SUPERVALU
(4 years 6 months)

Assisted grocery store managers with bookkeeping and accounting, including: coupon redemption, payroll, accounts payable, etc.

Skills

  • 401k
  • Estate Planning
  • Strategic Financial...
  • Investment Advisory
  • Retirement Planning
  • Investments
  • High Net Worth...
  • Finance
  • Financial Planning
  • Wealth Management
  • Long Term Care
  • Term Life Insurance
  • Disability Insurance

Education

Simpson College

BS, Accounting

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