Calhoun Financial Planning And Management

Calhoun Financial Planning And Management (CRD# 286389) is a financial advisory firm headquartered in Minneapolis, MN. They manage $47,780,000 in 252 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 Washington Ave N, Suite 300, Minneapolis, MN 55401
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $189,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Calhoun Financial Planning And Management
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Aamot, financial advisor Minneapolis MN
Thomas V. Aamot
CRD#: 2842177
333 Washington Ave N, Suite 415, Minneapolis, MN 55401

Thomas Aamot (CRD# 2842177) is an Investment Advisor Representative working at Calhoun Financial Planning And Management in Minneapolis, MN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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