Unclaimed Profile

Gregory Scott Aagaard

BROWN WEALTH MANAGEMENT, LLC·NAPERVILLE, Illinois

SIE, Series 7, Series 66Clean record20 years registeredBROWN 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 · 20 years registered

Brand Profile

Not yet started

Career History

RAI WEALTH

Apr 2023 – present

SECURITIES AMERICA ADVISORS, INC.

Jun 2021 – Mar 2023

NAPERVILLE, IL

TC WEALTH PARTNERS, LLC

Sep 2016 – Jun 2021

DOWNERS GROVE, IL

ELKHORN INVESTMENTS

Sep 2013 – Aug 2016

WHEATON, IL

CLAYMORE ADVISORS, LLC

Oct 2005 – Nov 2008

LISLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 20, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROWN WEALTH MANAGEMENT, LLC

CRD 324695 · SEC 801-127594

AUM

$326M

Regulatory assets under management

Employees

986 client accounts

Services offered by BROWN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROWN WEALTH MANAGEMENT, LLC →

Introduction

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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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