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Featured Business Financial Advisor in St. Louis, MO
St. Louis Financial Advisors
MassMutual St. Louis
635 Maryville Center Drive, Suite 200
St. Louis, MO 63141
(314) 324-9886
“Financial Planner”
Advisor Profile
Aaron Bockman, ChFC
Name:  Aaron Bockman, ChFC
Website:  Visit Website
Disclaimer
I am licensed to sell insurance in:FL,IL,MO & securities in: AZ,CA,CO,FL,IL,IN,KS,MD,MO,MT,NV,PA,TX,WA,WY MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) & its affiliated companies and sales representatives.Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.I am a registered representative of & offer securities, investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 635 Maryville Centre Dr. Suite 200 St. Louis, MO 63141 [Approval #CRN201811216282]

About MassMutual St. Louis

With over 17 years of experience in financial services, I have been meeting the needs of my clients increasingly complex financial situations, changing market conditions. I understand the unique challenges my clients face:

- Secure financial future
- Providing for their families
- Caring for aging parents
- Determining the best strategy for income in retirement
- Planning their legacy

I help reduce my clients' stress around these financial matters, helping them move comfortably into the next phases of their lives, providing clarity & coordination, managing multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:

- Managing retirement income & expenses
- Strategies for managing Investment accounts - individual, joint, business, taxable and tax-deferred: IRAs, 401K's & rollovers from retirement plans.
- Navigating Social Security and Medicare
- Legacy and business succession plans
- Strategies for managing financial risk, including life insurance, long term care and annuities.

Ongoing education, to expand my knowledge and provide my clients solutions to meet their needs, is an important component to my practice. Informed clients make better financial decisions.
 

General Information

Gender:    Male
CRD#:    4239866
States Licensed in:    I am licensed to sell insurance in:FL,IL,MO & securities in: AZ,CA,CO,FL,IL,IN,KS,MD,MO,MT,NV,PA,TX,WA,WY
States Willing to do Business in:   
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    1
 

Services

Investment Types:    Fee-based financial planning, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Stocks, Annuities, Bonds
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63, Series 6, Series 7, Series 66
Insurance and Annuity Licenses:    Society of Financial Service Professionals
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $100000
 
 
 
Prepared By: Aaron Bockman, ChFC

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