Amy FinleyCRD Number: 4592276
Current Firm: Mccarthy Grittinger Financial Group, LLC
Amy Finley (CRD# 4592276) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 16 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Mccarthy Kult Financial Group, LLC||Milwaukee, WI||Nov 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2001|
Total Assets Under Management217MILLIONS
Total Number of Accounts700ACCOUNTS
Average Account Value$310,459
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, MN, NH, WI