Amanda Coleman (CRD# 3140176) is an Investment Advisor Representative working at Sky-mountain Capital Management in Ketchum, ID and has over 13 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Sky-mountain Capital Management | Ketchum, ID | Apr 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | Portland, OR | Nov 2016 - Current | 7 |
Wells Fargo Advisors, LLC | Portland, OR | Nov 2015 - Nov 2016 | 1 |
Morgan Stanley | Portland, OR | May 2014 - Nov 2015 | 1 |
B Wade Garber | Portland, OR | Nov 2011 - May 2014 | 2 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2010 - May 2014 | 3 |
Gregg Goulet | Portland, OR | Jan 2010 - May 2014 | 4 |
Northwestern Mutual Investment Services, LLC | Portland, OR | Jan 2010 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- ID
- OR
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$291,843
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, OR, TX, WA
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