AARON CROSS
AARON CROSS
About Me
Aaron is a Senior Financial Advisor with over 20 years of experience currently serving the greater Milwaukee Metro area. Utilizing an in-depth analysis of clients' unique goals, time horizon, income needs, and tolerance for risk, Aaron customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Aaron worked as a tax specialist for Strong Financial Corporation. Aaron received his Bachelor of Business Administration in Finance and Accounting from the University of Wisconsin - Whitewater. He is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses. Aaron is also a Certified Public Accountant.
Aaron is active in the Milwaukee area, volunteering at his church and in the community. He lives in the Menomonee Falls area with his wife and two children.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management