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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Amundson is a registered investment advisor representative in Iowa and Texas with AIM Advisors. David has been in the financial services industry since 2007 and has worked at Town Financial and AIM Advisors LLC. David holds the Series 65 license and specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. David is currently registered with AIM Advisors, an investment advisor firm located in Urbandale, Iowa.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IA
05/09/2022 - Present
AIM Advisors (URBANDALE IA)
IA
Issued 06/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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