Aaron Cross
Aaron Cross
About Me
Aaron is a Senior Financial Advisor with thirteen years of experience currently serving the greater Milwaukee Metro area. Providing 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 Arts in 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 active in the Milwaukee area, where he is the vice president of Holy Cross Lutheran Church. He lives in the Menomonee Falls area with his wife and two children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management