Aaron Elkins, financial advisor Edina MN

Aaron Elkins

CRD Number: 4279027
Current Firm: Bmo Harris Financial Advisors, Inc.

Aaron Elkins (CRD# 4279027) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Edina, MN and has over 20 years of experience in the finance industry. Aaron Elkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bmo Harris Financial Advisors Eden Prairie, MN Oct 2012 - Current 8
Thrivent Investment Management Inc. Minnetonka, MN Oct 2003 - Oct 2012 9
Thrivent Financial For Lutherns Appleton, WI Apr 2003 - Oct 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Aaron J. Elkins
Phone Number: 877-225-3863
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    4,910
    MILLIONS
  • Total Number of Accounts
    17,857
    ACCOUNTS
  • Average Account Value
    $274,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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