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Jonathon Aggen

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Jonathon W. Aggen (Principal) founded Midwest Investment Services in 2015. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He has an associates degree in Electronic Engineering Technology, a BA from the University of Illinois, and is 9 hours from an MBA at the University of Phoenix. He is an Independent Financial Advisor and Insurance Broker who holds Series 7,66, Life, Health, Property and Casualty licenses. He maintains offices in East Peoria, Illinois as well as South Florida. Both of his sons (Zach and Weston) are also working in the agency. 

Professional Experiences

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Area of Expertise

Professional Licenses

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Certified Financial Fiduciary ®

Education

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