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Aaron Joshua Cirksena

Mdrn Capital

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About Aaron Joshua Cirksena

Aaron Joshua Cirksena is a financial advisor at Mdrn Capital, LLC. Aaron has been in the industry for over a decade. He holds the Series 66, Series 7, and SIE licenses, and is registered in Florida, Louisiana, Maryland, Michigan, Missouri, Ohio, Pennsylvania, Texas, Utah, and Virginia. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in retirement planning, investment management, and estate planning. He has experience working with both high-net-worth individuals and other investment advisors.

Firm Information

Aaron Cirksena is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Cirksena’s Registration & Firm History

MD

06/08/2023 - Present

Mdrn Capital (ANNAPOLIS MD)

MD

09/20/2019 - 06/05/2023

CETERA ADVISOR NETWORKS LLC (ANNAPOLIS MD)

MD

08/07/2015 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (ANNAPOLIS MD)

MD

03/27/2014 - 08/04/2015

MORGAN STANLEY (BALTIMORE MD)

HI

09/10/2013 - 01/22/2014

PARK AVENUE SECURITIES LLC (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 09/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Joshua Cirksena.
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