Aaron Moberg, CFP®, ChFC®

VP - Financial Consultant

+1 515-698-4205

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Wealth Management Advisor, Farm Bureau, 2020-2021
  • Wealth Management Advisor, TIAA, 2016-2020
  • Vice President, Deere Employees Credit Union, 2012-2016
  • Internal Wholesaler, ING, 2012-2012
  • Investment Consultant, Principal Financial Group, 2010-2012

Education

  • B.A, Graceland University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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