AIM Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides asset management and financial planning services to individuals and high‑net‑worth clients, and also makes its advisory services available to pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. It operates as a fiduciary and primarily manages client accounts on a discretionary basis, reporting $1,272,215.84 in discretionary assets under management as of December 31, 2024.
The firm’s process begins with collecting client financial information — including net worth, risk tolerance, and goals — to establish an initial asset allocation and ongoing investment plan, and it generally follows a long‑term buy‑and‑hold orientation while monitoring accounts for necessary trades. Portfolios may include mutual funds, ETFs, stocks, bonds, and cash equivalents, clients receive custodial reports (typically quarterly), and managed accounts are reviewed day‑to‑day as deemed necessary.
What is distinctive is the firm’s inclusion of institutional clients (pension and similar plans) alongside individual clients, an offering that is uncommon among independent solo advisers. The firm also highlights tax‑aware planning as part of its financial planning services and relies on custodial/institutional brokerage relationships to access research, execution, and reporting infrastructure while not taking physical custody of client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01+: 0.75%
Account minimum: $1,000 minimum annual fee Minimum fee: $1,000 minimum annual fee Fee-only: Advisory fees for asset management and financial planning; no commissions charged; no performance-based fees.
Main office
Waukee IA
Advisors at this office
2
Most active in
Iowa · Texas
Also doing business as
Aim Advisors · Aim Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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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