Amy Wedll, financial advisor Fergus Falls MN

Amy Wedll

CRD Number: 6979387
Current Firm: Lpl Financial LLC

Amy Wedll (CRD# 6979387) is an Investment Advisor Representative working at Lpl Financial LLC in Fergus Falls, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bmo Fergus Falls, MN Jul 2023 - Current < 1
Lpl Financial Fergus Falls, MN Jun 2018 - Current 5
Bank Of The West Fargo, ND Jun 2018 - Jul 2023 5
Bank Of The West Fergus Falls, MN Dec 2010 - Jun 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Amy E. Wedll
Phone Number: 704-733-3300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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