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Business Profile

Retirement Planning Services

MDRN Capital, LLC

About

About This Business

MDRN Capital provides retirement planning and financial advisory services, including investment management, retirement income planning, estate planning, tax planning, and tax preparation. The company assists clients with developing customized financial strategies through virtual consultations.

BBB Accredited Since: 5/29/2020

Years in Business: 10

Photos and Videos

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Business Details

BBB File Opened:
5/18/2020
Business Started:
8/1/2015
Business Incorporated:
3/28/2023
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Aaron Cirksena, Owner/CEO
Mr. Will Cirksena, Co-Founder and Lead Advisor

Additional Contact Information

Principal Contacts
Mr. Aaron Cirksena, Owner/CEO
Customer Contacts
Mr. Aaron Cirksena, Owner/CEO
Mr. Will Cirksena, Co-Founder and Lead Advisor

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 6161482 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 4/2/2027.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

BBB records show a license number of 325950 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 4/2/2027.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

Additional Information

Latest Reviews

  • Shawn T

    "We have enjoyed working with Will. He listened to our desires and what we wanted to accomplish and followed through with what would work best for us." ... Read full review

  • Bryan B

    "All I can say is - from my first request to talk with a representative to the moment I committed to joined REMOVEDreceived the best service possible. REMOVEDcommitted his valuable time, energy and support without a single making a single sales pitch." ... Read full review

  • Martha M

    "Working with REMOVEDhas replenished my confidence in my future. I like the REMOVEDapproach to presenting, explaining, and formulating a plan, making it happen, and following through." ... Read full review

View all Reviews

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