Aaron V. Cross,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron V. Cross, CFP®


Senior Financial Advisor

BMO Investment Services

790 N Water St, FL 11
Milwaukee, WI 53202
(414) 223-1454


Aaron Cross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BMO Investment Services in Milwaukee, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources