Amanda Falkum, financial advisor Denver CO
96 score

Amanda Falkum

CRD Number: 4622286
Current Firm: Kovitz Investment Group Partners, LLC

Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Denver, CO and has over 14 years of experience in the finance industry. Amanda Falkum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kovitz Investment Group Partners, LLC Chicago, IL Jan 2016 - Current < 1
Kovitz Securities, LLC Chicago, IL Mar 2008 - Current 8
Kovitz Investment Group, LLC Chicago, IL Mar 2008 - Dec 2015 7
Deloitte & Touche Investment Advisors LLC Chicago, IL May 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Amanda L. Falkum
Phone Number: 312-334-7300
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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