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Aaron Z

CFP®, Series 66

St. Cloud, MN

Cetera

Aaron Zimmer is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has previously worked with firms including Securian Financial Services and Minnesota Life Insurance, and currently operates his own financial services business, Aaron M Zimmer Agency LLC. Zimmer is based in St. Cloud, MN. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, various retirement services, and access to third-party money managers across multiple program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jaclyn E

Series 63

St Cloud, MN

Cetera

Jaclyn Evavold is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. She has worked with Cetera and its related entities since 2013, previously serving at St. Cloud Federal Investment Services. In addition to her advisory role, she is an insurance agent licensed to sell life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew S

Series 66

Saint Cloud, MN

Cetera

Matthew Siers is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His work history includes roles at North Star Resource Group and Jacobs Financial, as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. He serves as a board member of the Sartell Chamber of Commerce, where he helps organize and operate events and meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary program options, and various custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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