Aaron Rugh
Aaron is an Investment Advisor Representative and co-founder of RM Financial Services, LLC. He serves as Chief Executive Officer.
For over 30 years, Aaron has worked closely with his clients to help them realize their financial and estate goals. He believes that a financial plan must fit well with an individual’s, couple’s or business’ ability to follow that plan. This means each plan is tailored to the needs of the client, and is regularly reviewed to adapt to and compensate for life’s unexpected detours.
He is a fiduciary. Working as an independent financial advisor, he has access to a full range of products and tools, including investments and life and health insurance lines available to implement customized plans. There are no proprietary or promoted products to create conflicts of interest. Aaron works for you.
Prior to RM Financial Services, LLC, Aaron was an Investment Advisor Representative and limited partner with Edward D. Jones & Co., opening the third office for the company in the state of Maine in 1993. Before that, Aaron served in the United States Navy, including deployment during Operation Desert Storm aboard the aircraft carrier U.S.S. Theodore Roosevelt (CVN-71) and in Turkey for Operation Provide Comfort. He holds a degree in history from Brown University.
He holds the Series 7 (General Securities Representative), General Securities Principal (Series 24), Municipal Securities Principal (Series 52), and Uniform Combined State Law (Series 66) qualifications. He is insurance licensed for life/health and variable lines. Additionally, he holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
Aaron lives on Chebeague Island with his wife and two children.
Let's Get In Touch!
Contact Us
RM Financial Services, LLC is an investment adviser in Falmouth, Maine. RM Financial Services, LLC is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. RM Financial Services, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of RM Financial Services, LLC's current written disclosure brochure filed with the SEC which discusses among other things, RM Financial Services, LLC's business practices, services and fees, is available through the SEC's website.
Please note, the information provided on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Thank you! Cayla Cayla Moore Chief Compliance Officer RM Financial Services, LLC 362 US Route 1 Falmouth, ME 04105 tel. (207) 781-7637 fax. (207) 781-7639 Cayla@rmfsllc.com http://www.rmfsllc.com/ Investment advisory services offered through RM Financial Services, LLC a Registered Investment Advisor registered with the SEC. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and RM Financial Services, LLC are not affiliated companies.