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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
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 |
- IL
-
Total Assets Under Management5,331MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$280,598,665
- A percentage of assets under your management
- 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)
IL
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