Aaron Timothy Winters

Current Employers

Employment History

• 06/2015 → 06/2017
  Raymond James Financial Services,Inc
  Omaha, NE
• 06/2015 → 06/2017
  Raymond James Financial Services Advisors Inc.
  Omaha, NE
• 03/2014 → 07/2017
  First National Bank Of Omaha
  Omaha, NE
• 07/2017 → 06/2024
  Securities America Inc.
  La Vista, NE
• 07/2017 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → 04/2025
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2025 → Present
  Osaic Wealth, Inc.
  Ohama, NE
• 04/2025 → 07/2025
  Wealth2K
  Omaha, NE
• 07/2025 → 10/2025
  Atw Llc
  Omaha, NE
• 07/2025 → Present
  Rightpath Planning Partners Llc
  Omaha, NE
• 10/2025 → Present
  Wealthplan Group
  Omaha, NE
• 07/2017 → 03/2025
  Osaic
  Omanha, NE

Previous Registrations

• 2024-06-14 → 2025-04-02
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2017-07-13 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE
• 2015-06-18 → 2017-07-13
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
• 2014-03-11 → 2015-06-18
  First National Capital Markets
  Omaha, NE
• 2013-09-23 → 2014-03-31
  Mml Investors Services, Llc
  Omaha, NE
• 2008-10-10 → 2013-08-13
  Securities America Advisors, Inc.
  La Vista, NE
• 2012-11-21 → 2013-08-13
  Arbor Point Advisors
  Lavista, NE

Other Businesses

1. RIGHTPATH PLANNING PARTNERS LLC POSITION: Co-founder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2025 ADDRESS: 15104 Redwood St., Omaha NE 68138, United States DESCRIPTION: Retirement Income Planning fintech consulting with financial professionals. 2. N/A POSITION: Employee NATURE: Life, health and annuity licensed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2025 ADDRESS: 101 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: Insurance licensed but not-producing. Answer questions on product for our advisors. 3. WEALTHPLAN GROUP POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/15/2025 ADDRESS: 101 S. 108th Ave, Omaha NE 68154, United States DESCRIPTION: Corporate employee 4. WEALTHPLAN PARTNERS POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/15/2025 ADDRESS: 101 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: IAR of the RIA.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-03

Designations