Aaron A Milne

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About Aaron A Milne

Aaron graduated from Granite State College with a Bachelors in Business Management and a Minor in Economics. He then went on to Southern New Hampshire University where he received his Masters in Finance, with a focus in Securities and Derivatives.

Aaron obtained his CERTIFIED FINANCIAL PLANNER^™ certification in 2019. He also earned his Enrolled Agent license in 2015. The EA licensure is the highest credential awarded by the IRS and recognized in all 50 states.

Before opening MAERCO Financial in 2023, Aaron spent 14 years as a financial advisor. Aaron also served 6 years in the U.S. Air Force as a Tactical Aircraft Maintainer at Beale AFB, CA where he deployed 4 times in service to Operation Iraqi Freedom, Operation Enduring Freedom and Operation Northern Watch.

In his free time, Aaron enjoys exercising, hockey and being with his family. He currently lives in Bedford, NH with his wife and 4 daughters.

See Disclosures

General Information

Firm Start Year

1924

CRD#

5692927

Firm CRD#

139627

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Aaron focuses on complex wealth management for individuals and small business owners. He also specializes in incorporating tax mitigation strategies with portfolio management to optimize after tax cash flow and risk mitigation.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, EA

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$65,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions, Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$1,250

Education

Masters in Finance - Securities & Derivatives

Southern New Hampshire University
2013 -2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891730/paladinregistry-MAERCO-Financial-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

MAERCO Financial