Enrolled Agent
Current
Self-Employed
Sep 2016 - Present
AeroLeads people directory · profile
Conrad Aarseth, Ea, Cfp® Email & Phone Number
Enrolled Agent
at
Self-employed
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Self-employed
Role
Enrolled Agent
Location
San Jose, California, United States
Who is Conrad Aarseth, Ea, Cfp®? Overview
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Quick answer
Conrad Aarseth, Ea, Cfp® is listed as Enrolled Agent at Self-employed, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Conrad Aarseth, Ea, Cfp®.
Conrad Aarseth, Ea, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Dynamic Wealth Strategies, Llc and Registered Representative & Investment Advisor Representative at Independent Financial Group Llc. Conrad Aarseth, Ea, Cfp® holds Bachelor’S Degree, Business Administration (Financial Services Emphasis) from San Diego State University.
Profile bio
About Conrad Aarseth, Ea, Cfp®
Conrad Aarseth, Ea, Cfp® is a Enrolled Agent at Self-employed.
Current workplace
Conrad Aarseth, Ea, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Self-Employed
7 roles
Conrad Aarseth, Ea, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
Dynamic Wealth Strategies, Llc
CA Insurance License #0G53602
Registered Representative & Investment Advisor Representative
Feb 2011 - Jun 2013
Certified Financial Planner™
Feb 2011 - Jan 2013
Certified Financial Planner™
Oct 2009 - Jan 2011
Financial Planner
Financial Designs, Ltd.
May 2006 - Oct 2009
Co-Host
The Financial Advisors Radio Series Am 600 Kogo
May 2006 - Oct 2009
2 education records
Conrad Aarseth, Ea, Cfp® education
Bachelor’S Degree, Business Administration (Financial Services Emphasis)
Certificate In Personal Financial Planning
FAQ
Frequently asked questions about Conrad Aarseth, Ea, Cfp®
Quick answers generated from the profile data available on this page.
What company does Conrad Aarseth, Ea, Cfp® work for?
Conrad Aarseth, Ea, Cfp® works for Self-employed.
What is Conrad Aarseth, Ea, Cfp®'s role at Self-employed?
Conrad Aarseth, Ea, Cfp® is listed as Enrolled Agent at Self-employed.
Where is Conrad Aarseth, Ea, Cfp® based?
Conrad Aarseth, Ea, Cfp® is based in San Jose, California, United States while working with Self-employed.
What companies has Conrad Aarseth, Ea, Cfp® worked for?
Conrad Aarseth, Ea, Cfp® has worked for Self-Employed, Dynamic Wealth Strategies, Llc, Independent Financial Group Llc, Koehler & Associates, Cpas, and Ameriprise Financial Services, Inc..
How can I contact Conrad Aarseth, Ea, Cfp®?
You can use AeroLeads to view verified contact signals for Conrad Aarseth, Ea, Cfp® at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Conrad Aarseth, Ea, Cfp® attend?
Conrad Aarseth, Ea, Cfp® holds Bachelor’S Degree, Business Administration (Financial Services Emphasis) from San Diego State University.
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