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Gregory Scott Aagaard

Rai Wealth

Naperville, IL

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Current Employers
Rai Wealth

1700 Park Street, Suite 106, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-04-19
  • IL RA
    APPROVED
    Since 2023-04-19

Branch Locations

1700 Park Street, Suite 106, Naperville, IL 60563 • 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
Tc Wealth Partners Downers Grove IL 07/2016 06/2021
Trust Company Of Illinois Downers Grove IL 07/2016 06/2021
Securities America Advisors Naperville IL 06/2021 03/2023
Rai Wealth Naperville IL 03/2023 Present
Private Client Services, Llc Louisville KY 03/2023 Present
  • 07/2016 → 06/2021
    Tc Wealth Partners
    Downers Grove, IL
  • 07/2016 → 06/2021
    Trust Company Of Illinois
    Downers Grove, IL
  • 06/2021 → 03/2023
    Securities America Advisors
    Naperville, IL
  • 03/2023 → Present
    Naperville, IL
  • 03/2023 → Present
    Private Client Services, Llc
    Louisville, KY
Previous Registrations
  • 2021-06-14 → 2023-03-07
    Securities America Advisors, Inc.
    Naperville, IL
  • 2016-09-29 → 2021-06-14
    Tc Wealth Partners, Llc
    Downers Grove, IL
  • 2013-09-20 → 2016-08-08
    Elkhorn Investments
    Wheaton, IL
  • 2005-10-20 → 2008-11-04
    Chicago, IL
    Lisle, IL
Other Businesses

Private Client Services Broker Dealer Registered Representative Since 03/2023 Investment Related RAI Wealth Position: Relationship Manager - Financial Advisor - Nature: SAA Advisory - Financial Advisor - Investment Related: Yes - Hours: 160 - Securities Trading Hours: 160 - Start Date: 06/14/2021 Address: 1700 Park St., Ste 106, Naperville IL 60563, United States

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-16
  • S66 Uniform Combined State Law Examination
    2005-09-16
Designations
Other Names
  • Greg Scott Aagaard
  • Greg S Aagaard

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