Aaron D Smaagaard

Current Employers

Employment History

• 05/2006 → 04/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2007 → 04/2021
  Northwestern Mutual Investment Services Llc
  Woodbury, MN
• 01/2016 → 04/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2021 → Present
  Lpl Financial, Llc
  Woodbury, MN

Other Businesses

1. 4/21/2021 - Clear Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2021. 2. 4/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 2006. 3. 4/23/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/15/2021 - No Business Name - Investment Related - Nisswa, MN 56468; and Walker, MN 56484 - Real Estate Rental - Co-owner - Started 09/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 2/6/2023 - Clear Wealth Planning Solutions -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/11/2023 - 160 Hours Per Month/100 Hours During Securities Trading 6. 2/7/2023 - Great Valley Advisor Group, Inc. - DBA: Clear Wealth Planning Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/31/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 2/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 7. 04/19/2023 - No Business Name - Investment Related - Wellfleet, MA 02667.- Real Estate Rental - Co-Owner - Start Date 04/15/2023 - 1 Hours Per Month/1 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-09

Designations