Thomas V. Aamot
Professional summary
Thomas Verdie Aamot, who also goes by Thomas V Aamot, Tom Aamot, is a registered financial advisor currently at CALHOUN FINANCIAL PLANNING AND MANAGEMENT located in Minneapolis, Minnesota.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Thomas has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Verdie Aamot's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 21, 2017 - Present
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
Office #1: 333 Washington Ave N, Suite 415, Minneapolis, MN 55401January 31, 2014 - January 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
July 22, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
July 22, 1997 - January 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2017)
Exams
Current Firm
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
CRD#: 286389 / SEC#: 801-108941
Contact information
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 47,780,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
