Aaron Bates, CFP ®
Investment Advisor Representative

Aaron manages investments and constructs financial plans for individuals. He is skilled in investment selection and retirement planning. He assists clients with corporate retirement plans, non-profit endowment funds and advises plan participants. He enjoys helping investors reach their full potential. Aaron joined the firm in 2004.

Extension: #234 or Direct # (419) 496-2226

Certifications

• CFP® (Certified Financial Planner) Professional
• FINRA-Series 6 License
• State of Ohio Life & Health Insurance Licensed

Professional & Civic Associations

• Leadership Ashland Graduate
• United Way of Ashland County Investment Committee
• Park Street Brethren Church Board Member
• Ohio State University Alumni Member

Presentations

• Investing 101
• Financial/Retirement Planning Basics

Education
B.S. Ohio State University

Hobbies
Family, sports and landscaping.

Personal
He and his wife, Aubrey, have two sons, Keslar.& Ty