Meet Aaron Norris

Aaron Norris helps clients manage investments and plan for retirement with personalized strategies. Connect with him for tailored financial advice.
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Aaron Norris

Aaron Norris

Financial Professional,
Numerica Financial Services*

LOCATION:

Lyons branch
303 E Lyons Ave
Spokane, WA 99208

CONTACT:

509.863.6809

509.503.8704

EXPERTISE:

  • Asset/financial advising
  • Portfolio management
  • Retirement planning

Bio

Life can throw curveballs. Aaron can help you hit them out of the park. An avid researcher who strives to make finance easy for clients to understand, Aaron builds personal relationships based on mutual trust. His goal is to help clients plan for the unexpected and be ready for major life events.

Aaron earned his finance degree at Eastern Washington University. From IRAs and 401(k)s to brokerage and advisory accounts, Aaron’s ready to help you live well financially. Reach out to him to learn more about:

  • Planning for short- and long-term goals, from education through retirement
  • Building and saving wealth through personalized investment strategies
  • Managing risk through in-depth analysis of market conditions

Away from work, Aaron’s favorite title is dad. You’ll often find him camping, hiking, and skiing with his son, a Cub Scout. Priest Lake is Aaron’s favorite, but even that vista doesn’t hold a candle to watching the excitement in his son’s eyes as they adventure and learn together.

Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Form CRS and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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