A.J. Imholte, CFP®
Financial Advisor
A.J. is a financial advisor, dedicated to helping clients cultivate financial wellbeing. Before he was an advisor, he specialized in investment banking and capital markets. Today, he provides tailored plans, including fee-based financial planning, investments, retirement income strategies, tax strategies, life and disability and insurance, and 401(k) plans, to address clients' unique needs and help them build a meaningful life. A.J. enjoys working with a variety of clients, from recent graduates to pre-retirees excited for the next chapter of their lives.
EDUCATION & CREDENTIALS:
- Earned a Bachelors degree from Macalester College
- FINRA Series 7 & 66 securities registrations
- Offering fee-based financial planning services through Principal Securities, inc.
INTERESTS:
A.J. enjoys spending his time with his immediate family in Madison, WI and his extended family in St. Cloud, MN. He is a proud Wisconsin sports fan and loves the outdoors, running and staying active.