# Tara Amundson

> Tara Amundson is a fee-only financial advisor at AIM Advisors in Waukee, Iowa. AIM Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/tara-amundson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** AIM Advisors
- **Based in:** Waukee, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.7M across 14 accounts
- **CRD:** 7514014 (https://adviserinfo.sec.gov/individual/summary/7514014)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Tara Amundson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tara holds no broker registration, and AIM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tara charge for financial advice?

Tara's firm, AIM Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Tara Amundson based?

Tara Amundson is based in Waukee, Iowa.

### Is Tara Amundson registered with the SEC?

Yes. Tara Amundson is registered as an investment adviser representative in IA (CRD 7514014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AIM Advisors manage?

AIM Advisors reports $1.7M across 14 accounts in assets under management.

### How do I contact Tara Amundson?

Contact details aren't on file yet. Search for AIM Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7514014): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.