Aaron Sloan
    Fiduciary

    Aaron Sloan

    Financial Advisor

    Strategic Financial Concepts
    Missouri9 years experience$500k minimum

    About Aaron

    Like many in small towns, I grew up around a family-owned business. My family's business, however, was a small-town community bank and I grew up sneaking suckers from the drive thru windows. I've always been fascinated with the financial services industry, but after seeing the impact that three family deaths had on my own family, I knew I wanted a career that could help give others financial peace of mind, regardless of any unforeseen circumstances. After doing some searching, I was unsatisfied with the traditional way that many firms were doing business, being very product focused. Through mutual ties to SBU, I found Strategic Financial Concepts and was excited by their unique approach to comprehensive financial planning and their focus on educating clients over pushing product.

    Areas of focus

    Credentials & background

    Education

    Southwest Baptist University B.S. Economics and Finance and B.S. International Business Obtained on: May 13 2016

    Clients served

    IndividualsBusiness OwnersYoung ProfessionalsTech ProfessionalsMedical Professionals

    Regulatory

    • Advisor CRD #6811910
    • Firm CRD #324205

    The firm

    Strategic Financial Concepts
    Strategic Financial Concepts

    Here's the firm bio without any code: A seasoned team of legal professionals dedicated to providing comprehensive and effective solutions for our clients. We offer a wide range of services, including [mention specific practice areas like corporate law, intellectual property, litigation, etc.]. Our firm is committed to achieving the best possible outcomes through strategic thinking, meticulous preparation, and a deep understanding of the law. We pride ourselves on our client-centric approach, fostering strong relationships built on trust, transparency, and clear communication.

    3809 South Greystone Court, Suite A, Springfield, MO 65804