Aaron Timothy Winters
Investment adviser representative at Wealthplan Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthplan PartnersNov 2025 to now
- Osaic Wealth, Inc.Oct 2025 to now
- Wealthplan GroupOct 2025 to now
- Rightpath Planning Partners LLCJul 2025 to now
- Atw LLCJul 2025 to Oct 2025
- Wealth2kApr 2025 to Jul 2025
- Osaic Wealth, Inc.Jun 2024 to Apr 2025
- OsaicJul 2017 to Mar 2025
- Securities America AdvisorsJul 2017 to Jun 2024
- Securities America Inc.Jul 2017 to Jun 2024
- Raymond James Financial Services Advisors Inc.Jun 2015 to Jun 2017
- Raymond James Financial Services,incJun 2015 to Jun 2017
- First National Bank of OmahaMar 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5023030
- Firm CRD
- 305026