Aaron W. Seyfried,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron W. Seyfried, CFP®

Financial Advisor

Waddell & Reed

12 Orphanage Rd, Suite 200
Ft. Mitchell, KY 41017
FINANCIAL ADVISOR'S WEBSITE
(859) 331-1915

General

Aaron Seyfried is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed in Ft. Mitchell, KY and the surrounding communities.

Financial Advisor Overview

As an advisor, I provide a comprehensive financial planning approach by closely working with my clients to help identify and prioritize their goals and objectives.  I also use a variety of tools and resources to produce a detailed analysis of the client's current financial situation.
Securities are offered through Waddell & Reed, Inc., Member FINRA/SIPC.
Waddell & Reed is not affiliated with any other business or organizations listed herein.  Waddell & Reed does not endorse or have any responsibility with respect to any products and services provided by the third parties listed.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources