Amy Stuber, financial advisor Louisville KY

Amy Stuber

CRD Number: 4976136
Current Firm: Saling Wealth Advisors

Amy Stuber (CRD# 4976136) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 18 years of experience in the finance industry. Amy Stuber 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
Saling Wealth Advisors Louisville, KY Feb 2017 - Current 7
Saling Wealth Advisors Louisville, KY Aug 2016 - Current 7
Hilliard Lyons Louisville, KY May 2005 - May 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Amy L. Stuber
Phone Number: 502-805-3000
Registered State(s):
  • FL
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    410
    MILLIONS
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $499,303
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, IN, KY, TX

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