Aaron Cirksena, financial advisor Annapolis MD

Aaron Cirksena

Premier Planning Group

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.

CONTACT
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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
Contact Info for Aaron J. Cirksena
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $159,004
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MD, MI, NC, OH, PA, TX, UT, VA

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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