Thomas Aamot (CRD# 2842177) is an Investment Advisor Representative working at Calhoun Financial Planning And Management in Minneapolis, MN and has over 27 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calhoun Wealth Management, LLC | Minneapolis, MN | Jan 2017 - Current | 7 |
| Ameriprise Financial Services, Inc. | New Brighton, MN | Jan 1997 - Jan 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- MN
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts252ACCOUNTS
-
Average Account Value$189,603
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MN
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