Amy BertleCRD 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|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|
Total Assets Under Management220MILLIONS
Total Number of Accounts1,319ACCOUNTS
Average Account Value$166,624
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, TX
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