Seeman Tax & Financial LLC
Aaron K. Seeman, CFPÒ , CLU
Aaron graduated from UW-La Crosse with a degree in finance and has
been working in the financial services & tax industry ever since.
Over the course of his career, has has worked as a trainer for financial
representatives, a portfolio manager at a Minneapolis wealth management
firm, and a life insurance case specialist at a Fortune Global 500
company. He currently is a Registered Representative with Harbour
Investments Inc. and is both securities and insurance licensed.
In
2003, Aaron earned the Certified Financial Planner (CFP) designation
and in 2004 he earned the Chartered Life Underwriter (CLU) designation.
In addition to keeping up with the continuing education requirements of
these designations and changes to the tax code, Aaron is currently
working towards the Enrolled Agent (EA) designation.
Aaron is married with two children and enjoys biking, running, golfing, and fishing.