Broker Check
Aaron Clasen

Aaron Clasen

Investment Professional

Aaron Clasen brings a decade of investment and insurance expertise to his role at Stepwise Financial, part of the HBW Partners network. His journey into finance follows a distinguished 17-year management career with a leading Fortune 500 company, where he honed the skills that now help hundreds of investors shape their financial futures.

A Business Administration graduate from Concordia University, with a focus on Management, Aaron balanced his academic pursuits with athletics, earning four-year letters in both basketball and soccer.

Life in Naperville, IL, is a full and happy one, where Aaron and his college sweetheart are raising four daughters. Deeply involved in his community, he actively contributes to church boards, youth programs, and takes joy in coaching his daughters' soccer and basketball teams.

Aaron's commitment extends to his clients, guiding families and small business owners to financial success and pursuing their retirement dreams with passion and dedication.

 

Education:

  • B.S. degree in Business, Concordia University in Irvine, California

 

Licenses and Registrations:

  • Series 6 Investment Company Products & Variable Contracts
  • Series 63 Uniform Securities Registration
  • Life, Health, Disability, Long Term Care, Property & Casualty Insurance
  • Living Trust

 

Contact Information: 

Phone:  630-461-0284

Fax:  888-646-5602

Email: aaron@stepwisefinancial.com