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
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