Amy Zellner, financial advisor Sister Bay WI

Amy Zellner

CRD Number: 6282372
Current Firm: Sugar Maple Asset Management, LLC

Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Sugar Maple Asset Management, LLC Sister Bay, WI May 2021 - Current 2
Fortifi Bank Greenbay, WI Nov 2018 - Apr 2021 2
Cetera Investment Advisers LLC St. Cloud, MN Nov 2018 - Apr 2021 2
Cetera Investment Advisors LLC Greenbay, WI Nov 2018 - Apr 2021 2
Private Client Services Louisville, KY Jan 2018 - Nov 2018 < 1
Nicolet Advisory Services, LLC Green Bay, WI Aug 2016 - Nov 2018 2
Sii Investments, Inc. Green Bay, WI Jun 2016 - Dec 2017 1
Admiral Asset Management LLC Green Bay, WI Nov 2014 - Nov 2016 2
Lpl Financial LLC Green Bay, WI Apr 2014 - Jun 2016 2
Baylake Bank Green Bay, WI Nov 2010 - Jun 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Amy E. Zellner
Phone Number: 9205854985
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,144,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, WI

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