Aaron Huntoon, M.B.A., CRPC®, CBEC®

Aaron Huntoon joined Osaic via the acquisition of Lincoln Financial Network (LFN). He worked at LFN for 20 years on the planning team consulting on comprehensive financial plan design and technical topics with LFN financial professionals nationally.

He has served as Sagemark Consulting Private Wealth Services* Advisory Specialist, providing customized strategies for highly affluent families. Additionally, Aaron serves as a Business Intelligence Institute** Advisory Specialist, an Agribusiness planning specialist, and as a Charitable Planning Specialist. He also served on Lincoln’s Diversity and Inclusion BRG, People with Disabilities.

Aaron has an M.B.A. with a concentration in Finance and Accounting, a B.S. in Marketing, International Business and Spanish, and holds the CRPC® and CBEC® designations. He lives in the Denver metro area and enjoys soccer, mountain biking, hockey, and skiing.

Securities and investment advisory services are offered through the firms: Osaic FS, Inc. and Osaic FA, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Osaic FS, Inc. and Osaic FA, Inc. are separately owned and other entities and/or marketing names, products, or services referenced here are independent.

*An internal Osaic FA organization of top planners who focus on clients in the high net worth market.

**The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.

CRN-7314809-111324