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.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Summit Brokerage Service||Annapolis, MD||Aug 2015 - Current||2|
|Summit Financial Services||Annapolis, MD||Aug 2015 - Current||2|
|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|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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