Amy Andersen, financial advisor Overland Park KS

Amy Andersen

CRD Number: 4183968
Current Firm: Cetera Advisors LLC

Amy Andersen (CRD# 4183968) is an Investment Advisor Representative working at Cetera Advisors LLC in Overland Park, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO May 2019 - Current 1
Prosperity Network Of Advisors, LLC Overland Park, KS May 2019 - Current 1
Mml Investors Services, LLC Overland Park, KS Sep 2016 - May 2019 2
Massmutual Life Insurance Company Overland Park, KS Sep 2016 - May 2019 2
Highpointe Financial Group Overland Park, KS Aug 2016 - May 2019 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Overland Park, KS Feb 2015 - Aug 2016 1
Bank Of America, N.a. Overland Park, KS Feb 2015 - Aug 2016 1
Park Avenue Securities LLC Overland Park, KS Oct 2010 - Feb 2015 4
Woody Financial Group Overland Park, KS Oct 2009 - Feb 2015 5
The Guardian Life Ins. Company Overland Park, KS Jul 2009 - Feb 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Amy J. Andersen
Phone Number: 800-929-3485
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    15,071
    MILLIONS
  • Total Number of Accounts
    58,946
    ACCOUNTS
  • Average Account Value
    $255,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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