Thomas Aagaard, financial advisor Chicago IL
90 score

Thomas Aagaard

CRD Number: 5569194
Current Firm: Destra Capital Advisors LLC

Thomas Aagaard (CRD# 5569194) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Destra Capital Investments LLC Chicago, IL Mar 2015 - Current 1
Destra Capital Advisors LLC Chicago, IL Mar 2015 - Current 1
J.p. Morgan Securities LLC Wheaton, IL Jul 2014 - Feb 2015 < 1
J.p. Morgan Chase Bank Wheaton, IL Jul 2014 - Feb 2015 < 1
Service Master Carol Stream, IL Jun 2014 - Jul 2014 < 1
Foreside Fund Services, LLC Lisle, IL Jun 2013 - Jun 2014 1
River Oak Etf Solutions LLC Lisle, IL Apr 2013 - Jun 2014 1
Advisors Asset Management, Inc. Lisle, IL Aug 2011 - Apr 2013 1
Massmutual Life Insurance Company Indianapolis, IN Apr 2011 - Jul 2011 < 1
Mml Investor Services Indianapolis, IN Apr 2011 - Jul 2011 < 1
Taylor University Upland, IN Jan 2011 - May 2011 < 1
Wheaton College Wheaton, IL Aug 2006 - Jan 2011 4
Claymore Securities Inc. Lisle, IL Jul 2008 - Oct 2008 < 1
Wheaton North High School Wheaton, IL Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Thomas E. Aagaard
Phone Number: 312-843-6171
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    269
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $67,351,134
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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