Welcome to Wealth Management

American Heritage Wealth Management was established to share our proven financial planning process with you, your family and business. Our global financial partners will provide exclusive services with our local advisory group to deliver customized solutions for your financial goals, business benefits and retirement plans. We are honored by your entrusted relationship and pledge to always protect your best financial interests.

We know the importance of successful financial planning now and over time for multiple generations. American Heritage Wealth Management is located at American Heritage National Bank, a fourth-generation family business since 1881. 

Our American Heritage is serving your American Dream.

Thank you,
Jay Johnston
CEO & Legal Counsel

Aaron Green, CWS, CRPC, PPC
Senior Wealth Advisor
MN Insurance License #40011205
CA Insurance License #0G74314

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: 2915 Second Street S. St Cloud MN 56301

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.

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 Privacy Policy, other Important Information 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

At times, we may provide links to sites outside the control of our institution. We do not make any representations concerning the linked sites' contents or availability. You should review each site's privacy and information security policies carefully before you enter confidential information.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.