Amanda Manske, financial advisor Wauwatosa WI
96 score

Amanda Manske

CRD Number: 4588676
Current Firm: First Allied Advisory Services, Inc.

Amanda Manske (CRD# 4588676) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Wauwatosa, WI and has over 13 years of experience in the finance industry. Amanda Manske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Oct 2013 - Current 3
First Allied Securities, Inc. Wauwatosa, WI May 2008 - Current 8
Prime Financial Advisors Wauwatosa, WI Jan 2004 - Current 12
Ffp Securities, Inc. Wauwatosa, WI Jan 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
Contact Info for Amanda L. Manske
Phone Number: 866-378-1376
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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