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Aaron Sloan | Financial Advisor

Profile img for Aaron Sloan, financial advisor at Strategic Financial
Harrisonville, MO
Aaron Sloan
Financial Advisor
Financial Planner at
Strategic Financial

Verified Identity

Important Disclosures

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 that could help give others financial peace of mind, regardless of any unforeseen circumstances. My focus is on financial education for my clients. I specialize in working with bankers in upper management, family businesses in succession planning and exit events, and educators to maximize their university's benefits.
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Specialties and Expertise

5
Succession Planning
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning

Clientele

6
Business Owners
Wealthy Families
New Investors
Retirees
Inheritors
Entrepreneurs

Credentials and Designations

3
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Master of Business Administration

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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

2
Southwest Baptist UniversityMaster's Business AdministrationYear Obtained: 2017
Southwest Baptist UniversityB.S. Economics and Finance and B.S. International BusinessYear Obtained: 2016
Quick Facts About Aaron
Years of Experience:8 yearsMember since:2022Average Account Size:$100,000Number of clients:60

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

AUM
Flat Fee
One Time Fee

Proof of License

BrokerCheck
SEC Profile
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Harrisonville, MO
Aaron Sloan
Financial Advisor
Financial Planner at
Strategic Financial
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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.
Profile last updated: 05-20-2025
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