Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Lynne Amundson is an Investment Advisor Representative associated with AIM Advisors, a firm based in Urbandale, IA. Tara Lynne Amundson is licensed in Iowa and has been in the industry since June 2014. Tara Lynne Amundson offers financial planning, portfolio management for businesses, and portfolio management for individuals. The firm primarily provides financial advice to high-net-worth individuals and individuals other than high-net-worth individuals, with assets under management of $870,821 and $401,396 respectively.
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.
1
2
IA
04/02/2022 - Present
AIM Advisors (URBANDALE IA)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Tara Amundson is the right advisor for you? Invested Better is here to help.
