Aaron J. Banke

MURPHY POHLAD ASSET MANAGEMENT LLC

EDEN PRAIRIE, MN 55344

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CRD#: 5426230

Professional summary

Aaron Jeffrey Banke, who also goes by Aaron Banke, Aaron Benke, is a registered financial advisor currently at MURPHY POHLAD ASSET MANAGEMENT LLC located in Eden Prairie, Minnesota.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Aaron has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Banke | Aaron Benke

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jeffrey Banke'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®

None

Experience

Current

October 23, 2020 - Present

MURPHY POHLAD ASSET MANAGEMENT LLC

Office #1: 7480 Flying Cloud Drive Suite 120, Eden Prairie, MN 55344

RIA

CRD#: 109973

EDEN PRAIRIE, MN

Past

October 22, 2007 - February 2, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

SAUKCENTRE, MN

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".

MURPHY POHLAD ASSET MANAGEMENT LLC

MURPHY ASSET MANAGEMENT LLC | MURPHY POHLAD ASSET MANAGEMENT LLC

CRD#: 109973 / SEC#: 801-57329

RIA

Registered Investment Advisory firm - (3/24/2000 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

Minnesota
(10/23/2020)

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: 10/23/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/19/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MURPHY POHLAD ASSET MANAGEMENT LLC

MURPHY ASSET MANAGEMENT LLC | MURPHY POHLAD ASSET MANAGEMENT LLC

CRD#: 109973 / SEC#: 801-57329

RIA

Registered Investment Advisory firm - (3/24/2000 Approved)

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Contact information

Main Address

7480 Flying Cloud Drive Suite 120, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 948-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 577,862,485

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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Aaron J. Banke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jeffrey Banke's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURPHY POHLAD ASSET MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

MURPHY POHLAD ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2020

Series 63

Date: 10/25/2007

Series 6

Date: 10/19/2007

Current Firm

MURPHY POHLAD ASSET MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MURPHY POHLAD ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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