Aaron Peck
Managing Principal at 1847 Financial - Dallas Fort Worth- Claim this Profile
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Bio
Credentials
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HPN University Certified Facilitator / Trustworthy Selling Certified
HPNNov, 2016- Sep, 2024 -
Chartered Advisor for Senior Living (CASL)
The American College of Financial Services -
Chartered Financial Consultant (ChFC)
The American College of Financial Services -
General Lines Life and Health
Texas Department of Insurance -
General lines property and casualty
Texas Department of Insurance -
Life Underwriter Chartered Fellow (LUTCF)
The American College of Financial Services -
Retirement Income Certified Professional (RICP)
The American College of Financial Services -
Series 26
FINRA -
Series 6
FINRA -
Series 63
FINRA -
Series 65
FINRA -
Series 7
FINRA
Experience
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1847 Financial - Dallas Fort Worth
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United States
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Financial Services
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1 - 100 Employee
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Managing Principal
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Mar 2020 - Present
As a financial advisor, I spent years asking myself if the proverbial grass was greener on the other side. During this time, I was in a restrictive environment, which I found to be debilitating to my career, my clients, and especially my professional fulfillment. Towards the end of that period, my wife convinced me to look at other options and if I liked them, to take the leap. I discovered that the grass was, in fact, greener on the other side. So, I took the leap. At Penn Mutual Wealth Strategies, everything we do revolves around being the best partner to our advisors, by providing them with the tools and strategies for them to be the success they know they can be. My personal goal is to spend the second half of my career with PMWS and being that key partner in the success of our advisors. You want a partner that checks all the boxes, and we're happy to deliver. * Robust Client Portfolio * Easy Doing Business Together * Financial Strength * Dedicated Support We've been earning your trust for more than 170 years. From field leadership and practice management to marketing programs and advanced sales support, we aim to provide you with the best of the best tools to help you build strong, lasting, and successful relationships with your clients. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and “Penn Mutual Wealth Strategies” is unaffiliated with HTK. Show less
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Mutual of Omaha
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United States
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Insurance
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100 - 200 Employee
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Sales Director / Financial Advisor
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Mar 2016 - Mar 2020
Lead a large team of Financial Advisors in the Dallas Fort Worth area. Lead a large team of Financial Advisors in the Dallas Fort Worth area.
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Western & Southern Life
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United States
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Insurance
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700 & Above Employee
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Agency Manager / District Sales Manager
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Feb 2013 - Mar 2016
• Built a team of 3 Sales Managers and 17 Financial Representatives from the ground up• Created an investment district with 7 registered members, and implemented the necessary systems to operate profitably and while ensuring full compliance.• Responsible for recruiting, training, and development of Managers and Financial Representatives
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Field Management Consultant
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Feb 2012 - Feb 2013
• Performed troubleshooting assignments at under achieving district offices • Assignments included: Conducting sales training classes, product training, management training, advanced case preparation, recruiting, and new representative on boarding.
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Sales (Branch) Manager
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2007 - 2012
• Managed 22 sales representatives and 3 sales managers• Planned marketing presentations for advanced sales concepts• Interviewed, hired, trained and motivated sales staff members and supervised sales process activities• Coached, observed, and provided feedback for sales managers and financial representatives• Developed sales processes that led a team to company-wide top achiever status
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Registered Representative
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2003 - 2007
• Utilized marketing mix and sales process to build a book of 500 clients
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KeyBank
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United States
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Banking
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700 & Above Employee
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Manager
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Aug 1998 - Aug 2001
Sales and Service Manager Sales and Service Manager
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Education
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2001 - 2003
The Ohio State University
Bachelor of Applied Science (B.A.Sc.), Certified Financial Planning Courses -
2003 - 2016
The American College
Chfc/Casl/Ricp/Lutcf, CFP Courses -
1997 - 2000
Lakeland Community College
Associate of Arts (A.A.), Information Technology -
1993 - 1996
Riverside High school
Community
