Aaron Thompson Jr. CFP® is an LPL Financial Advisor for SECU Financial Partners. He provides comprehensive financial planning in the areas of Retirement Planning, Asset Management and Personal Risk Management. Aaron also provides his clients with Tax and Estate Planning strategies. With nearly 12 years of experience, he has provided his clients and his client’s families with sound advice and customized strategies, that help them to stay on track or get on track toward their financial goals.
As a young man with the desire to serve people, at the age of 29, Aaron joined Mutual of Omaha’s sales force as a Life Insurance agent. He learned the importance of protecting a client’s family and assets from life’s untimely tragedies. Omaha recognized Aaron as a leader and rewarded him the “Rising Star” award for his leadership, retention percentage and production consistency. Next, Aaron joined ING Financial Partners as a Financial Advisor serving the employees of the District of Columbia Government Retirement plans. He provided financial and investment education through New Employee Orientation, Annual Open Enrollment, one on one and group presentations. In this role, Aaron was personally responsible for managing the individual client relationships. Most recently, Aaron was an independent Financial Advisor with Securities Management & Research before just joining SECU Financial Partners as an LPL Financial Advisor in April, 2022.
Aaron is a graduate of the university of Maryland in College Park, Maryland. He maintains his series 6, 7, 63 and 65 through LPL Financial. He holds his Life, Health, P&C and Variable Annuities License and is also a Certified Financial Planner™.
A native of Baltimore, Aaron currently resides in Upper Marlboro, Maryland. He enjoys international travel, good coffee, golf and time with his family. He spends his weekends managing he and his wife’s portfolio of rental real estate. Aaron is very excited about his new opportunity to work with the SECU members and becoming a part of the SECU family.
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