Amy Zellner, financial advisor Green Bay WI
88 score

Amy Zellner

CRD Number: 6282372
Current Firm: Sii Investments, Inc.

Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sii Investments, Inc. in Green Bay, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Green Bay, WI May 2016 - Current < 1
Admiral Asset Management LLC Green Bay, WI Nov 2014 - Current 2
Lpl Financial LLC Green Bay, WI Mar 2014 - May 2016 2
Baylake Bank Green Bay, WI Nov 2010 - May 2016 5
Unemployed De Pere, WI May 2009 - Oct 2010 1
Lakeland College Sheboygan, WI Oct 2008 - May 2009 < 1
Pdq Manufacturing, Inc. De Pere, WI Jan 1999 - Oct 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Amy E. Zellner
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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