Isobo Amaso, financial advisor Indianapolis IN

Isobo Amaso

CRD Number: 7324778
Current Firm: Deerfield

Isobo Amaso (CRD# 7324778) is an Investment Advisor Representative working at Deerfield in Indianapolis, IN and has 1 year of experience in the finance industry. Isobo Amaso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Deerfield Financial Advisors Indianapolis, IN Jun 2018 - Current 3
World Wide Technology St. Louis, MO May 2016 - Jun 2018 2
Saint Louis University St. Louis, MO Aug 2015 - Jun 2018 2
Target Corporation St. Louis, MO Jun 2017 - Aug 2017 < 1
Crushed Red St. Louis, MO May 2013 - Aug 2016 3
Depauw University Greencastle, IN Aug 2013 - Dec 2014 1
Lindbergh High School St. Louis, MO Aug 2012 - May 2013 < 1
Cypress Lakes High School Katy, TX Aug 2009 - May 2012 2

Isobo Amaso has no recent exams reported.
Contact Info for Isobo S. Amaso
Phone Number: 317-469-2455
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    716
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $779,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

FL, IL, IN, TX

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