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Aaron Muzzy, CFP®, CRPC®, APMA®

Wealth Management Advisor - U.S. Bancorp Advisors

headshot of Aaron Muzzy
Clients I specialize in: Planning for college, Nearing retirement, Established investors

It is my pleasure to serve the financial needs of people in Wausau, Stevens Point, Wisconsin Rapids, Minocqua, and Saint Germain, WI. My experience in the financial industry started in 2020 and I became a Wealth Management Advisor in 2023.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Wausau Noon Optimist Club, Wausau School District, and the Saint Germain Chamber. In my free time, I enjoy fishing, waterskiing, and spending time around a bonfire with family and friends.

Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Contact
715-261-4351

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
401 5th St
Wausau, WI, 54403
Get Directions
3520 8th St S
Wisconsin Rapids, WI, 54494

5802 Camp Phillips Rd
Schofield, WI, 54476

9670 State Highway 70
Minocqua, WI, 54548

309 Sunrise Lane
Saint Germain, WI, 54558

2620 Stewart Avenue
Wausau, WI, 54401

1015 Reserve St
Stevens Point, WI, 54481

5673 Hwy 10 E
Stevens Point, WI, 54482

Skills
Bachelor of Business Administration in investments from University of North Dakota

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Advisors professionals focus on investments, planning and insurance.

Meet our team

Renton Main offers a customized wealth planning approach where the focus is on helping you achieve your version of success.
Meet Renton Main
headshot of Evelyn Reed

Evelyn Reed

Wealth Management Banker,
U.S. Bank

headshot of Lisa Schwartz

Lisa Schwartz

Wealth Management Associate,
U.S. Bancorp Advisors

headshot of Mike Hamilton

Mike Hamilton

Wealth Management Advisor,
U.S. Bancorp Advisors

headshot of Perry Worzella

Perry Worzella

Wealth Management Advisor,
U.S. Bancorp Advisors

headshot of Tammy Szymanski

Tammy Szymanski

Wealth Management Banker,
U.S. Bank

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.