Gregory Aagaard, financial advisor Naperville IL

Gregory Aagaard

CRD Number: 4993109
Current Firm: Securities America Advisors, Inc.

Gregory Aagaard (CRD# 4993109) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Naperville, IL and has over 17 years of experience in the finance industry. Gregory Aagaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors Naperville, IL Jun 2021 - Current 1
Tc Wealth Partners Downers Grove, IL Jul 2016 - Jun 2021 4
Trust Company Of Illinois Downers Grove, IL Jul 2016 - Jun 2021 4
Unemployed Wheaton, IL Mar 2016 - Jul 2016 < 1
Elkhorn Securities Wheaton, IL Apr 2014 - Mar 2016 1
Elkhorn Investments, LLC Wheaton, IL Sep 2013 - Mar 2016 2
Cape Securities Mcdonough, GA Sep 2013 - Apr 2014 < 1
Guggenheim Investments Lisle, IL Jul 2005 - Sep 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Gregory S. Aagaard
Phone Number: 402-399-9111
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    45,429
    MILLIONS
  • Total Number of Accounts
    211,800
    ACCOUNTS
  • Average Account Value
    $214,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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