A.J. Imholte

A.J. is a financial advisor, dedicated to helping clients cultivate financial wellbeing. Before he was an advisor, he built his expertise in investment banking and capital markets. Today, he provides tailored plans, including fee-based financial planning, investments, retirement income strategies, tax strategies, life and disability and insurance, and 401(k) plans, to address clients’ unique needs and help them build a meaningful life. A.J. enjoys working with a variety of clients, from recent graduates to pre-retirees excited for the next chapter of their lives.

EDUCATION & CREDENTIALS:

• Earned a Bachelors degree from Macalester College
• FINRA Series 7 & 66 securities registrations
• Offering fee-based financial planning services through Principal Securities, inc.

INTERESTS:

A.J. enjoys spending his time with his immediate family in Madison, WI and his extended family in St. Cloud, MN. He is a proud Wisconsin sports fan and loves the outdoors, running and staying active.