Amy Neis, financial advisor Minnetonka MN
90 score

Amy Neis

CRD Number: 6007248
Current Firm: Msi Financial Services, Inc.

Amy Neis (CRD# 6007248) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Minnetonka, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Bloomington, MN Dec 2011 - Current 5
Unemployed Minnetonka, MN Sep 2011 - Nov 2011 < 1
Peter Jobbagy Minnetonka, MN Jan 2011 - Aug 2011 < 1
Valentinis Vicino Lago Duluth, MN Jul 2010 - Jan 2011 < 1
Kitchi Gammi Club Duluth, MN Nov 2008 - Dec 2010 2
Student Minnetonka, MN Sep 2001 - Dec 2010 9
Amazing Grace Bakery Duluth, MN Jan 2009 - May 2009 < 1
Pickwick Duluth, MN Aug 2008 - Nov 2008 < 1
Lighthouse 1, LLC Minneapolis, MN Jun 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
Contact Info for Amy Neis
Phone Number: 800-638-8378
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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