Aaron Cirksena, financial advisor Annapolis MD
102 score

Aaron Cirksena

Premier Planning Group

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.

CONTACT
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Company Name Location Dates Years
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
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2013
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Aaron J. Cirksena
Phone Number: 443-837-2541
Registered State(s):
  • MD
  • DE
  • DC
  • FL
  • GA
  • HI
  • IL
  • MA
  • OR
  • PA
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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BADGES
102
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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