Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 9 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sugar Maple Asset Management, LLC | Sister Bay, WI | May 2021 - Current | 3 |
Fortifi Bank | Greenbay, WI | Nov 2018 - Apr 2021 | 2 |
Cetera Investment Advisers LLC | St. Cloud, MN | Nov 2018 - Apr 2021 | 2 |
Cetera Investment Advisors LLC | Greenbay, WI | Nov 2018 - Apr 2021 | 2 |
Private Client Services | Louisville, KY | Jan 2018 - Nov 2018 | < 1 |
Nicolet Advisory Services, LLC | Green Bay, WI | Aug 2016 - Nov 2018 | 2 |
Sii Investments, Inc. | Green Bay, WI | Jun 2016 - Dec 2017 | 1 |
Admiral Asset Management LLC | Green Bay, WI | Nov 2014 - Nov 2016 | 2 |
Lpl Financial LLC | Green Bay, WI | Apr 2014 - Jun 2016 | 2 |
Baylake Bank | Green Bay, WI | Nov 2010 - Jun 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- TX
- WI
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$1,144,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.