Aaron Cross, financial advisor Milwaukee WI
96 score

Aaron Cross

CRD Number: 4444586
Current Firm: Bmo Harris Financial Advisors, Inc.

Aaron Cross (CRD# 4444586) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Milwaukee, WI and has over 12 years of experience in the finance industry. Aaron Cross 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, Inc. Milwaukee, WI Aug 2012 - Current 4
Bmo Harris Bank N.a. Milwaukee, WI Jul 2011 - Current 5
M&i Insurance Services Milwaukee, WI Dec 2003 - Current 13
M&i Brokerage Services Milwaukee, WI Dec 2003 - Current 13
M&i Trust Company Milwaukee, WI Dec 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Aaron V. Cross
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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