Amanda Janssen (CRD# 6253837) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jeffersonville, IN and has over 5 years of experience in the finance industry. Amanda Janssen 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.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Jeffersonville, IN | Dec 2021 - Current | 2 |
| Securities America Advisors | Jeffersonville, IN | Aug 2021 - Current | 2 |
| Maternity Leave | Otisco, IN | Jul 2020 - May 2021 | < 1 |
| Sortino Advisory Partners, LLC | Louisville, KY | Nov 2017 - Jul 2020 | 2 |
| Kentucky/indiana Foot & Ankle Specialists | Louisville, KY | Jun 2017 - Nov 2017 | < 1 |
| Amanda Dawn Consulting | Charlestown, IN | Dec 2016 - Jun 2017 | < 1 |
| Smartbox Web Marketing | New Albany, IN | Jul 2015 - Dec 2016 | 1 |
| Lpl Financial LLC | New Albany, IN | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Jan 2022 |
- IN
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- 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
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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