Gregory Scott Aagaard
Investment adviser representative at Rai Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$530.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Private Client Services, LLCMar 2023 to now
- Rai WealthMar 2023 to now
- Securities America AdvisorsJun 2021 to Mar 2023
- Tc Wealth PartnersJul 2016 to Jun 2021
- Trust Company of IllinoisJul 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rai Wealth
Legal name: Brown Wealth Management, LLC
$530.8MAssets managed
450Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4993109
- Firm CRD
- 324695