Aaron CrossCRD 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 13 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.
Financial Service Group Inc.
Fortress Planning Group
|Bmo Harris Financial Advisors, Inc.||Milwaukee, WI||Aug 2012 - Current||4|
|Bmo Harris Bank N.a.||Milwaukee, WI||Jul 2011 - Current||6|
|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|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- 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
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