Aaron TaitCRD Number: 6101157
Current Firm: Edward Jones
Aaron Tait (CRD# 6101157) is an Investment Advisor Representative working at Edward Jones in Detroit Lakes, MN and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
Dougherty & Company LLC
|Edward Jones||Tempe, AZ||Aug 2012 - Current||4|
|Fargo Country Club||Fargo, ND||May 2008 - Aug 2012||4|
|Yellowstone Club||Big Sky, MT||Dec 2011 - Mar 2012||< 1|
|Usa Hockey||Fargo, ND||Aug 2009 - Mar 2012||2|
|G-force Fulfillment||Golden Valley, MN||Aug 2010 - Nov 2011||1|
|Oberg Farms||Moorhead, MN||Sep 2007 - Nov 2011||4|
|North Dakota State University||Fargo, ND||Jan 2008 - May 2011||3|
|Reliance And Associate/marcil Group/knight Printing||Fargo, ND||Nov 2008 - Jul 2010||1|
|Hollister Co||Fargo, ND||Nov 2007 - May 2008||< 1|
|Carpet Connection||Valley City, ND||May 2007 - Sep 2007||< 1|
|Valley City Town And Country Club||Valley City, ND||May 2005 - Aug 2007||2|
|Valley City State University||Valley City, ND||Aug 2006 - May 2007||< 1|
|Valley City Public High School||Valley City, ND||Aug 2002 - May 2007||4|
|Valley City Parks And Rec||Valley City, ND||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.