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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Calhoun Wealth Management, LLC 2 years, 3 months Jan 2017 - Present
Ameriprise Financial Services, Inc. 20 years Jan 1997 - Jan 2017
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Thomas Verdie Aamot?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 14, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 14, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Calhoun Wealth Management, LLC

Last updated on May 18, 2017
    • $32.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 205
      Accounts
    • $156.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets