Amy Van BramerCRD Number: 4439992
Current Firm: Sii Investments, Inc.
Amy Van Bramer (CRD# 4439992) is an Investment Advisor Representative working at Sii Investments, Inc. in Sturgeon Bay, WI and has over 3 years of experience in the finance industry.
Associated Investment Services, Inc.
Lpl Financial LLC
Sugar Maple Asset Management, LLC
|Sii Investments||Sturgeon Bay, WI||Jun 2016 - Current||1|
|Lpl Financial LLC||Sturgeon Bay, WI||Feb 2014 - Jun 2016||2|
|Baylake Bank||Sturgeon Bay, WI||Mar 2000 - Jun 2016||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV