Jonathon W. Aggen, Certified Financial Fiduciary®, founded the practice in 2015 in East Peoria Illinois.  Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security).  In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman.  He is an Independent Financial Advisor and Insurance Broker who holds Series 7, 66, Life, Health, Property, Casualty Licenses, and holds the Certified Financial Fiduciary® designation as well as a BA from the University of Illinois.  He maintains offices in East Peoria, Illinois as well as Boca Raton, Florida.

Designations & Certifications:

Certified Financial Fiduciary (CFF)

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

1 Review for Jonathon W. Aggen

HelpVet

1081 Reviews

saved us A TON of money….Thanks so much for the help….

5/ 5

I was terrified at the cost of health insurance for me, my wife and two kids last year when it was time to figure out our plan for 2020. Well after talking with him I was able to work out not only getting a cheaper plan with better coverage for my family through OOT BOX MEDIA BUT also being able to offer my team a great option for health insurance! This saved us A TON of money not only on our monthly cost, but with having the better plan we were able to save A LOT on the cost of having our most recent child. Thanks so much for the help walking me through how to offer this through my business and the savings that led to Jon!!!! ~ Andrew Bartlett ~

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Additional Details

  • Do You Offer Military Discounts:Yes