Aaron Cirksena
CRD Number: 6161482
Current Firm: Mdrn Capital
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.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mdrn Capital, LLC | Annapolis, MD | May 2023 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Jun 2023 | 3 |
Summit Financial Group, Inc. | Annapolis, MD | Aug 2015 - May 2021 | 5 |
Summit Brokerage Service, Inc. | Annapolis, MD | Aug 2015 - Sep 2019 | 4 |
Morgan Stanley Private Bank, National Association | New York, NY | Mar 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- FL
- LA
- MD
- MI
- OH
- PA
- TX
- UT
- VA
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts382ACCOUNTS
-
Average Account Value$159,004
- A percentage of assets under your management
- 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)
FL, LA, MD, MI, NC, OH, PA, TX, UT, VA
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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