Amy Finley, financial advisor Milwaukee WI
93 score

Amy Finley

CRD 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 14 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Milwaukee WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Milwaukee WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Milwaukee WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Company Name Location Dates Years
Mccarthy Kult Financial Group, LLC Milwaukee, WI Nov 1999 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Amy L. Finley
Phone Number: 414-475-1369
Firm Website: http://www.mgfin.com/
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $310,459
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
  • Other
Types of Clients
Registered States

IL, MN, NH, WI

Ready to hire a financial advisor? Get competitive proposals from Amy Finley and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.