Amy Bertle, financial advisor Denver CO
93 score

Amy Bertle

CRD Number: 6302419
Current Firm: Destiny Capital Corporation

Amy Bertle (CRD# 6302419) is an Investment Advisor Representative working at Destiny Capital Corporation in Denver, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services, Inc. St Paul, MN Apr 2014 - Current 2
Cri Securities, LLC St Paul, MN Apr 2014 - Current 2
North Star Consultants, Inc. Denver, CO Apr 2014 - Current 2
Minnesota Life Insurance Company St Paul, MN Apr 2014 - Current 2
Securian Financial Services, Inc. St Paul, MN Feb 2014 - Apr 2014 < 1
North Star Consultants, Inc. Denver, CO Feb 2014 - Apr 2014 < 1
Stadium Management Company Denver, CO Aug 2013 - Jan 2014 < 1
University Of Colorado At Boulder Boulder, CO Aug 2009 - May 2013 3
Quintel Management Consulting San Diego, CA May 2012 - Aug 2012 < 1
Red Lobster Superior, CO Oct 2008 - May 2009 < 1
Ralston Valley High School Arvada, CO Aug 2004 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Amy M. Bertle
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    1,319
    ACCOUNTS
  • Average Account Value
    $166,624
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CO, TX

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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