Tara Amundson (CRD# 7514014) is an Investment Advisor Representative working at Aim Advisors in Urbandale, IA and has over 2 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aim Advisors | Urbandale, IA | Mar 2022 - Current | 2 |
| Aim Advisors LLC | Urbandale, IA | Jul 2021 - Current | 2 |
| Wells Fargo Bank, N.a. | Des Moines, IA | Jun 2014 - Current | 9 |
| Deloitte Tax LLP | Des Moines, IA | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- IA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$50,645
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IA, TX
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