Summit Wealth Planning
Aaron Conrad
Wealth Management Advisor
Aaron Conrad
Aaron is from and resides in Lake Charles, LA. He started as a Northwestern Mutual Intern while attending the University of Louisiana at Lafayette. After the internship, Aaron transferred to being a Full-Time Financial Advisor and has been with Northwestern Mutual since 2015. Aaron specifically works with career starters, business owners and people looking for retirement and generational planning to help them achieve financial security. As a Financial Advisor, his mission is to help people achieve their personal and financial dreams. Aaron values trust, honesty, and work ethic. Aaron is married to high school sweetheart Janie, and they enjoy spending time being active and traveling together.
Awards and Recognition
- 2017 New Financial Representative Award: Pacesetter 2nd 60: Nationally only 5% of new financial representatives qualify for this award as this award represents one of the highest measures of consistency within Northwestern Mutual.
- 2017-2023 Premier Group Qualifier: Premier Group represents an elite group of advisors within the Northwestern Mutual Louisiana and Mississippi territory.
- 2021-2023 Pathfinder: This achievement recognizes advisors for their exceptional performance in serving clients with integrated financial planning and wealth management.
- 2020-2023 MDRT Qualifier
Years of Experience
Aaron has represented Northwestern Mutual since 2015. In 2023, Summit Wealth Planning was founded.
Education
University of Louisiana at Lafayette, Management (Bachelor of Science)
Here are my areas of expertise
Summit Wealth Planning started in Lake Charles, Louisiana, but now has expanded to other major cities in the South and beyond. We now have virtual offices in Dallas and Houston, Texas, throughout Mississippi, and Denver, Colorado. Here’s a few of our areas of expertise.
Financial Planning
Insurance Protection Strategies
Business Planning
Retirement Planning & Income Strategies
Estate Planning
Advisory Services
Education Planning & Funding
Multigenerational Planning
Lending a hand in my community.
As part of Northwestern Mutual, Summit Wealth Planning is proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
