Thomas Aagaard, financial advisor Lisle IL

Thomas Aagaard

CRD Number: 5569194
Current Firm: Amplify Investments LLC

Thomas Aagaard (CRD# 5569194) is an Investment Advisor Representative working at Amplify Investments LLC in Lisle, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Wheaton, IL Apr 2019 - Current 4
Amplify Investments LLC Wheaton, IL Sep 2016 - Current 7
Ausdal Financial Partners, Inc. Davenport, IA Feb 2018 - Jan 2019 < 1
Destra Capital Investments LLC Chicago, IL Mar 2015 - Sep 2016 1
Destra Capital Advisors LLC Chicago, IL Mar 2015 - Sep 2016 1
J.p. Morgan Securities LLC Wheaton, IL Jul 2014 - Feb 2015 < 1
J.p. Morgan Chase Bank Wheaton, IL Jul 2014 - Feb 2015 < 1
Service Master Carol Stream, IL Jun 2014 - Jul 2014 < 1
Foreside Fund Services, LLC Lisle, IL Jun 2013 - Jun 2014 1
River Oak Etf Solutions LLC Lisle, IL Apr 2013 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Thomas E. Aagaard
Phone Number: (630)-487-2530
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,331
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $280,598,665
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL

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