Amy Vetrone (CRD# 7112490) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 4 years of experience in the finance industry.
CRD# 2042816
Commonwealth Financial Network
CRD# 1487537
Northwestern Mutual Investment Services,llc
CRD# 5602971
Gateway Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Oshkosh, WI | Mar 2020 - Current | 4 |
| Gold Standard Financial Wellness Company LLC | Neshkoro, WI | Jul 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Oshkosh, WI | Apr 2019 - Mar 2020 | < 1 |
| First National Bank Of Berlin | Berlin, WI | Oct 2012 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- TX
- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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