Tara Amundson, financial advisor Urbandale IA

Tara Amundson

CRD Number: 7514014
Current Firm: Aim Advisors

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.

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Company Name Location Dates Years
Aim Advisors Urbandale, IA Mar 2022 - Current 1
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
Contact Info for Tara L. Amundson
Phone Number: 515-240-2098
Registered State(s):
  • IA
Current Firm Details
Aim Advisors
Firm's CRD Number: 317933
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States


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