
Thomas Aagaard (CRD# 5569194) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
Company Name | Location | Dates | Years |
---|---|---|---|
Destra Capital Investments LLC | Chicago, IL | Mar 2015 - Current | 3 |
Destra Capital Advisors LLC | Chicago, IL | Mar 2015 - Current | 3 |
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 |
- IL
-
Total Assets Under Management331MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$82,796,669
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, MA, OH, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.