Amanda Beeler, financial advisor Lansing MI

Amanda Beeler

CRD Number: 6363373
Current Firm: Washington Avenue Advisors

Amanda Beeler (CRD# 6363373) is an Investment Advisor Representative working at Washington Avenue Advisors in Lansing, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Washington Avenue Advisors Lansing, MI Mar 2016 - Current 8
The Centennial Group Lansing, MI Jul 2015 - Current 8
Principal Life Insurance Company Lansing, MI Jun 2014 - Current 9
Princor Financial Services Corporation Lansing, MI Jun 2014 - Current 9
Reno's East East Lansing, MI Apr 2011 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Amanda J. Beeler
Phone Number: 844-678-1842
Registered State(s):
  • CA
  • CO
  • FL
  • ID
  • IN
  • KS
  • KY
  • MI
  • NE
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,164
    ACCOUNTS
  • Average Account Value
    $192,641
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, ID, IL, IN, KS, KY, MI, NC, NE, NH, OH, TX

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