OUR TEAM
Aaron T. Arriola, CFP®
Director of Financial Planning | Contact
Since the company was founded in 2004, Aaron has overseen all aspects of planning analysis and technical design to ensure our clients receive thorough and objective advice consistent with the highest ethical standards.
Aaron is a CFP® Certificant and holds the NASD Series 7, 66 and 24 licenses. He is also graduate of Miami University of Ohio with a degree in Finance.
Aaron T. Arriola, CFP®
Director of Financial Planning
Qualifications:
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Holds the FINRA Series 7, 66 and 24 licenses
- Director of Financial Planning, Lincoln Financial Advisors, 2001-2004
- Registered Representative with M Holdings Securities, Inc.*
- He is a graduate of Miami University of Ohio with a degree in Finance.
POINTS OF INTERESTS:
Aaron and his wife, Candice, have two children, AJ and Luca.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.