Aaron M. Schomer,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron M. Schomer, CFP®

Principal & Senior Wealth Advisor

Compound Planning

500 Locust St, PMB 115
Des Moines, IA 50309
FINANCIAL ADVISOR'S WEBSITE
(515) 293-4740

General

Aaron Schomer is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Compound Planning in Des Moines, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Minority Financing, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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