Amy Sherrer
Amy Sherrer is a registered investment advisor at Osaic Wealth, INC., based in Sunset Hills, MO, with 44 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10733 Sunset Office Drive, Suite 259A, Sunset Hills, MO, 63127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a registered representative of FSC Securities Corporation and an investment advisor with Butler Associates Financial Planners, Inc., each taking about half of her time. She is also engaged in the insurance business, licensed for life and health insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Butler Associates Financial Planners, INC.
Butler Associates Financial Planners, INC.
Franklin Financial Services CorporationBroker
Preferred Interest Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.