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Tara Lynne Amundson

Aim Advisors

Waukee, IA

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Current Employers
Aim Advisors

Waukee, IA • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-04-02
  • IA RA
    APPROVED
    Since 2022-04-02

Branch Locations

Waukee, IA • 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
Wells Fargo Bank, N.A. Des Moines IA 06/2014 Present
Aim Advisors Llc Urbandale IA 07/2021 Present
Aim Advisors Urbandale IA 03/2022 Present
  • 06/2014 → Present
    Wells Fargo Bank, N.A.
    Des Moines, IA
  • 07/2021 → Present
    Aim Advisors Llc
    Urbandale, IA
  • 03/2022 → Present
    Aim Advisors
    Urbandale, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15
Other Names
  • Tara Lynne Slobe

View on SEC IAPD

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