The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Retired couple

Aaron C. Ellingsen

First Vice President–Wealth Management

Financial Advisor

My financial planning practice is grounded in the behavioral attitudes my clients have towards financial markets. The now famous Dalbar Study demonstrated that most investors, due to poor investment behavior, under perform the broader market by vast amounts. In addition to helping create long-term investment solutions for my clients, one of my primary functions as an advisor is to educate my clients on the principles of behavioral finance, helping them stay the course through difficult and challenging times.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • ID
  • IN
  • KS
  • MA
  • MI
  • MN
  • MO
  • NC
  • ND
  • NE
  • NJ
  • NY
  • PA
  • RI
  • SD
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108
  • (605) 361-4011

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