Aaron Harris has been an investment adviser representative at Lifepoint Planning, PLLC since September 2025, and is not listed among the firm’s executive officers or direct owners. Aaron Harris holds a Bachelor of Science in Industrial Engineering from Michigan State University.
Lifepoint Planning, PLLC is a Schaumburg, IL firm with $168M under management, 110 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Aaron Harris works with LifePoint Planning and has over 20 years of experience in financial planning, investment strategies and strategic leadership. He served as Vice President of Internal Wholesaling at Raymond James (Producers Choice), where he led a team of 18 professionals. He began his career at Northwestern Mutual as a Financial Advisor and College Unit Director, building a retirement planning practice.
Aaron Harris’ longest registration was 7 years at Raymond James & Associates, Inc. (2018–2025). Before joining Lifepoint Planning, PLLC in 2025, Aaron Harris was registered through Raymond James & Associates, Inc. and Northwestern Mutual Investment Services,llc.
- Lifepoint PlanningCurrent– present · 1 yearEast Lansing, MI · Adviser representative · Firm CRD 296911
- Raymond James & Associates, Inc.– · 7 yearsTryo, MI · Adviser representative · Firm CRD 705
- Northwestern Mutual Investment Services,llc– · 4 yearsEast Lansing, MI · Adviser representative · Firm CRD 2881
Professional designations
Listed by Lifepoint Planning, PLLC
- CFP®
- CLTC
Investment adviser representative registrations
Aaron Harris is registered as an investment adviser representative in Michigan, since September 2025.
- MichiganSince 17 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 April 2013 |
| Series 7 | General Securities Representative Examination | 1 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Ray Harris
- CRD
- 6123572
- Firm
- Lifepoint Planning, PLLC · CRD 296911
- Office
- East Lansing, MI
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifepointplanning.com
Where does Aaron Harris work?
Aaron Harris is an investment adviser representative registered through Lifepoint Planning, PLLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Harris a financial advisor?
Yes. Aaron Harris has a current investment-adviser registration in Michigan, through Lifepoint Planning, PLLC since September 2025.
How many years of experience does Aaron Harris have?
Aaron Harris has 13 years in the financial industry, since June 2013, across 3 adviser firms.
What exams has Aaron Harris passed?
Aaron Harris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2013. FINRA credited Aaron Harris with the SIE, which began in October 2018.
Where did Aaron Harris work before Lifepoint Planning, PLLC?
Before Lifepoint Planning, PLLC, Aaron Harris was registered through Raymond James & Associates, Inc., February 2018 to June 2025; Northwestern Mutual Investment Services,llc, May 2013 to February 2018.
Where is Aaron Harris based?
Aaron Harris’ registered office is in East Lansing, MI.
Is Aaron Harris registered with FINRA?
No. Aaron Harris has no current broker registration.
Is Aaron Harris a CFP?
Lifepoint Planning, PLLC lists Aaron Harris with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Aaron Harris’ record?
Search CRD 6123572 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Harris’ full registration record.
