Aaron B. Green

GGM FINANCIAL LLC

COLUMBUS, OH 43235

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CRD#: 5205774

Professional summary

Aaron Brady Green, CFP®, who also goes by Brady Green, is a registered financial advisor currently at GGM FINANCIAL LLC located in Columbus, Ohio.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aaron has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brady Green

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Gloeckner Green McCabe Financial, LLC, insurance agent selling fixed insurance, started 5/2/2017; conducted at branch, investment related. 2. GMD Holdings, Inc., Finance Manager and co-owner of private real estate holding company that owns land in Columbus, OH; started 6/1/2018; spend 5% of time; conducted at W Dublin Granville, Columbus, OH 43235; not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Brady Green's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 28, 2023 - Present

GGM FINANCIAL LLC

Office #1: 2492 W Dublin Granville Rd., Columbus, OH 43235

RIA

CRD#: 327008

COLUMBUS, OH

Past

July 18, 2016 - October 2, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

COLUMBUS, OH

Past

July 18, 2016 - October 2, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

COLUMBUS, OH

Past

January 3, 2011 - July 11, 2016

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

COLUMBUS, OH

Past

July 29, 2008 - November 10, 2009

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA

CRD#: 107038

NEW YORK, NY

Past

September 8, 2006 - January 3, 2011

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GGM FINANCIAL LLC

GGM FINANCIAL LLC | GLOECKNER GREEN MCCABE FINANCIAL | GGM FINANCIALS, LLC

CRD#: 327008 / SEC#: 801-128663

RIA

Registered Investment Advisory firm - (8/31/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/29/2023)

IAR

Texas
(9/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/7/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GGM FINANCIAL LLC

GGM FINANCIAL LLC | GLOECKNER GREEN MCCABE FINANCIAL | GGM FINANCIALS, LLC

CRD#: 327008 / SEC#: 801-128663

RIA

Registered Investment Advisory firm - (8/31/2023 Approved)

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Contact information

Main Address

2492 W Dublin Granville Rd., Columbus, OH 43235

Mailing Address

Phone number

(614) 310-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	816
AUM (Assets Under Management)	$ 425,718,539

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Aaron B. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Brady Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

J.P. MORGAN INVESTMENT MANAGEMENT INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

Primary Firm SEC Registration

GGM FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2008

Series 63

Date: 9/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2008

Series 6

Date: 9/7/2006

Current Firm

GGM FINANCIAL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GGM FINANCIAL LLC

TRUST BUT VERIFY

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