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Thomas Verdie Aamot

Calhoun Financial Planning And Management

Minneapolis, MN

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Current Employers
Calhoun Financial Planning And Management

333 Washington Ave N, Suite 300, Minneapolis, MN 55401 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-01-21
  • MN RA
    APPROVED
    Since 2017-01-21

Branch Locations

333 Washington Ave N, Suite 415, Minneapolis, MN 55401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New Brighton MN 01/1997 01/2017
Calhoun Wealth Management, Llc Minneapolis MN 01/2017 Present
  • 01/1997 → 01/2017
    Ameriprise Financial Services, Inc.
    New Brighton, MN
  • 01/2017 → Present
    Calhoun Wealth Management, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-30
S63 Uniform Securities Agent State Law Examination 1997-04-18
  • S65 Uniform Investment Adviser Law Examination
    2018-03-30
  • S63 Uniform Securities Agent State Law Examination
    1997-04-18
Other Names
  • Tom Aamot
  • Thomas V Aamot

View on SEC IAPD

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