AdFi
Aaron Sloan

Aaron Sloan

Harrisonville, MO
Verified Identity

Founding Partner / Financial Advisor at

Strategic Financial

Years of Experience

10 years

Number of Clients

60

Average Client Size

$100,000

Member Since

2022

Allow Me to Introduce Myself

Like many in small towns, I grew up around a family-owned business. My family's business, however, was a small-town community bank. 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 t...

One thing I want my clients to know about me is...

I'm passionate about helping clients build financial plans that combine smart investing with protecting what they've built, so they can live with freedom, flexibility, and control.

Clientele

Business Owners
Wealthy Families
New Investors
Retirees
Inheritors
Entrepreneurs

My ideal client is a successful professional or business owner who values long-term relationships, wants clarity and confidence in their financial future, and is open to integrating investments and insurance to build a secure, tax-efficient retirement and legacy plan. They're proactive, family-oriented, and ready to make informed decisions with a trusted advisor.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Southwest Baptist University

Master's Business Administration

Obtained in 2017

Southwest Baptist University

B.S. Economics and Finance and B.S. International Business

Obtained in 2016

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

Advisor Disclosure

Advisory services offered through United Advisors Group. Strategic Financial and United Advisor Group are not affiliated. Investments are not FDIC insured, may lose value and are not guaranteed by the financial institution.

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Profile Last Updated: August 25, 2026