Aaron Conrad in

Aaron Conrad

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Wealth Management Advisor at Summit Wealth Planning with Northwestern Mutual
📍 Lake Charles, Louisiana, United States

Aaron Conrad is the founder and lead advisor of Summit Wealth Planning, affiliated with Northwestern Mutual. Specializing in simplifying finances for retirees and business owners across Southwest Louisiana and Southeast Texas, he holds Series 6 and 63 certifications and is a University of Louisiana at Lafayette alumnus.

A lifelong resident of Lake Charles, Aaron is married to his high school sweetheart, Lauren, and they have three children. He is a parishioner at Our Lady Queen of Heaven Catholic Church and enjoys spending his free time playing golf and being with his family.

He founded his own firm, Summit Wealth Planning, to better serve his local community.

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Experience
12 Years
Current Role
Wealth Management Advisor
Location
Lake Charles, Louisiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aaron cares about

Simplified Financial Planning
His professional headline is "Simplifying Financial Planning" and his mission is to assist and educate clients through the financial process.
Retirement & Business Planning
His firm, Summit Wealth Planning, focuses on serving retirees and business owners in his local region.
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Career

Work history

6-2023
Wealth Management Advisor
Summit Wealth Planning with Northwestern Mutual
5-2016
Financial Advisor
Northwestern Mutual
8-2015 - 7-2016
Intern
Northwestern Mutual
6-2014 - 8-2014
Pool Attendant/Lifeguard
L'Auberge Casino
9-2013 - 5-2015
Cart Staff
Oakbourne Country Club
In the press

Media appearances

Aaron Conrad, Wealth Management Advisor - Lake Charles, LA 70601. Featured in Northwestern Mutual
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Summit Wealth Planning – Northwestern Mutual post (Facebook). Featured in Facebook
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Education
2012 - 2016
Bachelor’s Degree
University of Louisiana at Lafayette
2008 - 2012
Education details unavailable
St. Louis Catholic High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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