Professional Biography

Aaron Klein is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Aaron partners with clients and their families, providing the firm’s fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Aaron also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

Aaron earned his Bachelor of Arts in Finance from Augsburg University and later completed Boston University’s Financial Planning Certificate Program. He holds the CERTIFIED FINANCIAL PLANNER® designation, granted by the Certified Financial Planner Board of Standards. With over a dozen years of experience in the financial services industry, Aaron has honed his expertise in investments and financial planning. He is a skilled analyst with deep knowledge of the investment options offered by two key CCM custodians and is committed to delivering exceptional client service and care.

Aaron resides in Lakeville, Minnesota, with his wife and two children. When he isn’t busy with family life, Aaron tries to keep his stubborn beagle out of trouble or relax by playing video games with friends.

Personal Thoughts

As an advisor, I understand financial decisions can be very overwhelming. My goal is to simplify the options for peace of mind and confidence in a path forward. What I find most fulfilling about my profession is the relationships built with clients. I have a strong passion for helping people maximize their financial situation and overall wellbeing. I’m driven every day by the trust clients place in our team, an honor we earn by understanding their needs. The less stressed you are about your financial needs, the more time and energy you can spend on what is truly important to you and your family.