Amp Wealth Management

Amp Wealth Management (CRD# 108712) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $453,000,000 in 512 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
    453
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $884,766
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 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 19 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 14 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 26 years of experience in the finance industry.

4
Joseph McDermott, financial advisor Whitefish Bay WI
Joseph D. McDermott
CRD#: 4146135
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217

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

5
Deyan Stojanovic, financial advisor Whitefish Bay WI
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 25 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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