Tara Amundson
AIM Advisors · Waukee, Iowa
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.
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Facts
| Firm | AIM Advisors |
|---|---|
| Based in | Waukee, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.7M across 14 accounts |
| SEC registration | Investment adviser representative in IA · CRD 7514014 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Tara's firm compares
- AIM Advisors's average account is about $123,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Tara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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