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Tara A
Series 65
Waukee, IA
AIM Advisors
Tara Amundson is a financial advisor at AIM Advisors with a Series 65 designation and three years of industry experience. She has worked at AIM Advisors and AIM Advisors LLC since 2021 and has been with Wells Fargo Bank, N.A. since 2014. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans. The firm operates as a fiduciary, managing discretionary accounts with a long-term buy-and-hold investment approach and includes tax-aware planning as part of its financial services.
David A
Series 65
Waukee, IA
AIM Advisors
David Amundson is a financial advisor at AIM Advisors in Waukee, IA, holding a Series 65 designation with four years of industry experience. He has been with AIM Advisors since 2021 and also maintains a long-term affiliation with Town Financial since 2007. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm operates as a fiduciary with a long-term, buy-and-hold investment approach, incorporating tax-aware planning and managing discretionary accounts across a range of asset types.
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