Gregory Aagaard has been Owner/Member of Brown Wealth Management since November 2014, is a control person of the firm and directly owns under 5% of it.
Brown Wealth Management, LLC is a Naperville, IL firm with $531M under management, 450 clients and 6 advisers in one office, as of its March 2026 filing.
Gregory Aagaard’s longest registration was 4 years at TC Wealth Partners, LLC (2016–2021). Before joining Brown Wealth Management in 2023, Gregory Aagaard was registered through Securities America Advisors, Inc. and TC Wealth Partners, LLC.
- Securities America Advisors, Inc.– · 1 yearNaperville, IL · Adviser representative · Firm CRD 110518
- TC Wealth Partners, LLC– · 4 yearsDowners Grove, IL · Adviser representative · Firm CRD 283644
- Elkhorn Investments– · 2 yearsWheaton, IL · Adviser representative · Firm CRD 168198
- Claymore Advisors, LLC– · 3 yearsLisle, IL · Adviser representative · Firm CRD 129288
Investment adviser representative registrations
Gregory Aagaard is registered as an investment adviser representative in Illinois, since April 2023.
- IllinoisSince 19 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 September 2005 |
| Series 7 | General Securities Representative Examination | 21 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Scott Aagaard
- CRD
- 4993109
- Firm
- Brown Wealth Management · CRD 324695
- Role
- Owner/Member
- Office
- 1700 PARK STREET, SUITE 106, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Aagaard work?
Gregory Aagaard has been Owner/Member of Brown Wealth Management, LLC since November 2014, and is a control person of the firm.
Is Gregory Aagaard a financial advisor?
Yes. Gregory Aagaard has a current investment-adviser registration in Illinois, through Brown Wealth Management since April 2023.
How many years of experience does Gregory Aagaard have?
Gregory Aagaard has 15 years in the financial industry, since December 2010, across 5 adviser firms.
What exams has Gregory Aagaard passed?
Gregory Aagaard has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005. FINRA credited Gregory Aagaard with the SIE, which began in October 2018.
Where did Gregory Aagaard work before Brown Wealth Management?
Before Brown Wealth Management, Gregory Aagaard was registered through Securities America Advisors, Inc., June 2021 to March 2023; TC Wealth Partners, LLC, September 2016 to June 2021; Elkhorn Investments, September 2013 to August 2016; Claymore Advisors, LLC, October 2005 to November 2008.
Where is Gregory Aagaard based?
Gregory Aagaard’s registered office is in Naperville, IL.
Is Gregory Aagaard registered with FINRA?
No. Gregory Aagaard has no current broker registration.
How can I verify Gregory Aagaard’s record?
Search CRD 4993109 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Aagaard’s full registration record.