Aaron Seyfried is a CERTIFIED FINANCIAL PLANNER® professional whose personal branch office is located in Crestview Hills, Kentucky. He currently serves individual clients, families, and business owners in the Northern Kentucky and Greater Cincinnati area.
As an advisor, Aaron provides a comprehensive financial planning approach with his clients after identifying their goals and objectives. By working closely with attorneys, CPAs and other financial professionals, he is able to implement planning strategies to help his clients address many aspects of their financial well-being. Services include:
- Investment Planning
- Retirement Planning
- Risk Management / Insurance Planning
- Small Business Planning
- Estate Planning Strategies
Aaron graduated from Northern Kentucky University with a Bachelor of Science in Finance. He holds his Series 7 and 66 Registrations through LPL Financial, along with his Life & Health Insurance licenses.
Aaron and his wife, Courtney, reside in Union, KY with their daughter. In his free time, Aaron enjoys running, golfing, and spending time with friends and family. He is also very passionate about serving his community and is currently involved in several organizations, which include:
- Northern Kentucky Educators’ Federal Credit Union (Chairman of the Board)
- Upspring (Former Board Member)
- Northern Kentucky Estate Planning Council
- Financial Planning Association
Aaron Seyfried and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.