Amp Wealth Management

Amp Wealth Management (CRD# 108712) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $418,000,000 in 509 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    418
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $821,218
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 5 of 5 top financial advisors.
1
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 18 years of experience in the finance industry.

2
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 14 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
Joseph D. McDermott
CRD#: 4146135
Hawthorn Woods, IL

Joseph McDermott (CRD# 4146135) is an Investment Advisor Representative working at Amp Wealth Management in Hawthorn Woods, IL and has over 20 years of experience in the finance industry.

5
Deyan Stojanovic
CRD#: 2624854
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217

Deyan Stojanovic (CRD# 2624854) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 24 years of experience in the finance industry.

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