Amp Wealth Management

Amp Wealth Management (CRD# 108712) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $433,749,723 in 529 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217
http://www.ampinvestment.com/
By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $819,943
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, KY, MI, TX, WI

Financial Advisors at Amp Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
James Breen, financial advisor Atlanta GA
James T. Breen
CRD#: 4480405
Atlanta, GA

James Breen (CRD# 4480405) is an Investment Advisor Representative working at Amp Wealth Management in Atlanta, GA and has over 22 years of experience in the finance industry.

2
Gregory Mahalick, financial advisor Whitefish Bay WI
Gregory T. Mahalick
CRD#: 2940893
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217

Gregory Mahalick (CRD# 2940893) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 17 years of experience in the finance industry.

3
Jerome Mahalick, financial advisor Whitefish Bay WI
Jerome A. Mahalick
CRD#: 2532456
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217

Jerome Mahalick (CRD# 2532456) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals