Aaron Schomer

Aaron Schomer

Director, Wealth Management at McGladrey Wealth Management LLC

Location
Des Moines, Iowa Area
Industry
Financial Services

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Aaron Schomer's Overview

Current
Past
Education
Connections

155 connections

Websites

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 2004Present (10 years 7 months)

Analyst

Foster Group

Privately Held; 11-50 employees; Financial Services industry

September 1999November 2002 (3 years 3 months)

Retail Accounting

SUPERVALU

Public Company; 10,001+ employees; SVU; Supermarkets industry

April 1995September 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

  1. 401k
  2. Estate Planning
  3. Strategic Financial Planning
  4. Investment Advisory
  5. Retirement Planning
  6. Investments
  7. High Net Worth Individuals
  8. Finance
  9. Financial Planning
  10. Wealth Management
  11. Long Term Care
  12. Term Life Insurance
  13. Disability Insurance

Aaron Schomer's Education

Simpson College

BS, Accounting

19962001

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