CRD Number: 6161482
Current Firm: Summit Financial Group Inc.
Compensation Model: Both
At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.
Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.
Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland College Park with a degree in economics.
If Aaron is not in the office helping clients he can be found on the golf course, spending quality time with family, or simply relaxing having a beer with friends in the Federal Hill area of Baltimore.
- Tax planning
- Long-term care
- Charitable planning
- Estate planning
- Employer retirement plans
- Debt management
- Social security and retirement income
- Alternative investments (e.g., hedge funds, private equity)
- Asset allocation (advice only, not execution)
- Indexing / passive investing
- Investment management
- Security selection (advice only, not execution)
- Socially responsible investing
- Career change
- College preparation
- Getting married
- Having a child
- Job loss
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Approaching retirement
- Career changers
- Mid-career professionals
- Business executives
- Government employees
- Medical professionals
- Small business owners
- Technology professionals
- Baby boomers
In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs by mitigating risk and implementing strategies to reduce your personal financial exposure, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation. -We Guide, You Decide
After presenting a plan to a client I can be compensated in one of two ways if they decide to move forward with implementation. They are as follows:
- Fee based
- Under this relationship I am compensated based on a flat percentage of assets under management with us
- Commission based
- Under this type of relationship I am compensated by the particular investment companies that we choose to work with
We strive to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations. When it comes to your investments, trust is important. That is why we place particular value on personal relationships with our customers. We view ourselves as your expert partner in all things financial, and will help you develop and implement a plan based on your needs.
|Summit Brokerage Service||Annapolis, MD||Aug 2015 - Current||1|
|Summit Financial Services||Annapolis, MD||Aug 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2015||< 1|
|Morgan Stanley||Baltimore, MD||Mar 2014 - Jul 2015||1|
|Park Avenue Securities LLC||Honolulu, HI||Mar 2013 - Jan 2014||< 1|
|Guardian Life Insurance Co Of America||Honolulu, HI||Jan 2013 - Jan 2014||1|
|Unemployed||Annapolis, MD||Dec 2011 - Dec 2012||1|
|University Of Maryland||College Park, MD||Sep 2007 - Dec 2011||4|
|Severn School||Severna Park, MD||Mar 2003 - Sep 2007||4|
|Bachelor of Science||University of Maryland College Park||Economics||-|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV
Premier Planning Group is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.
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