Aaron Milne, financial advisor Urbandale IA

Aaron Milne

CRD Number: 5692927
Current Firm: Brokers Financial

Aaron Milne (CRD# 5692927) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Dover, NH Aug 2023 - Current < 1
Lpl Financial Bedford, NH Jun 2022 - Aug 2023 1
Lincoln Investment Fort Washington, PA Jul 2019 - Jun 2022 2
1st Global Capital, Corp. Lebanon, NH Mar 2018 - Jul 2019 1
1st Global Advisors, Inc. Lebanon, NH Mar 2018 - Jul 2019 1
Questar Capital Corporation Minneapolis, MN Feb 2016 - Mar 2018 2
Questar Asset Management Minneapolis, MN Feb 2016 - Mar 2018 2
Proequities Barrington, NH Sep 2015 - Feb 2016 < 1
Mml Investors Services, Inc. Barrington, NH Aug 2009 - Sep 2015 6
Massmutual Life Insurance Company Barrington, NH Jun 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Aaron A. Milne
Phone Number: 877-886-1939
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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