Aaron Robertson
Senior Vice President, Financial Advisor
CFP®
Contact Aaron
Team Office
Aaron’s Locations
North Liberty, IA 52317 (319) 626-3580
About Aaron
Over the course of almost two decades, Aaron has built a reputation as an experienced Financial Planner, specializing in retirement planning. Aaron joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. Aaron believes that the cornerstone to financial planning is understanding that everyone’s economic and life situation is unique. He takes the time to listen to clients’ goals and passions, and then creates a customized plan to help pursue them. Aaron lives in North Liberty, IA with his wife, Liz, and their daughters, Aubrey and Brynnley. When he’s not at work, Aaron enjoys being active in his community, golfing, competing in triathlons, hunting, and spending time with family and friends.
Education
- BA, University of Iowa
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.