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Gregory Scott Aagaard

BROWN WEALTH MANAGEMENT, LLC·NAPERVILLE, Illinois
Clean recordBROWN WEALTH MANAGEMENT, LLC
1700 PARK STREET, SUITE 106, NAPERVILLE, IL 60563CRD# 4993109Firm CRD# 324695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Scott Aagaard · NAPERVILLE, IL
Registration
CRD #4993109 · BROWN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Scott Aagaard is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with BROWN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BROWN WEALTH MANAGEMENT, LLC
RAI WEALTH
AUM
$326M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BROWN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4993109
Firm CRD# 324695
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Scott Aagaard offer?
Gregory Scott Aagaard specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Gregory Scott Aagaard's credentials?
Gregory Scott Aagaard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Aagaard located?
Gregory Scott Aagaard is based in NAPERVILLE, Illinois, working with BROWN WEALTH MANAGEMENT, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Gregory Scott Aagaard charge for services?
Gregory Scott Aagaard's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN WEALTH MANAGEMENT, LLC?
BROWN WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROWN WEALTH MANAGEMENT, LLC

Scott Alexander Brown
NAPERVILLE, IL
William Scott West
NAPERVILLE, IL
Melissa Anne Imbrogno
NAPERVILLE, IL

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