AZ
CFP
AZ
CFP

Amy Zezulka-Garcia

36 Years of Experience
Arlington Heights, IL
BrokerSells Insurance

Amy Zezulka-Garcia is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Arlington Heights, IL, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

150 West Campbell, [Satellite], Arlington Heights, IL, 60005

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amy owns AZG Advisory Services LLC and AZG Financial Advisory LLC since 2022, dedicating full-time hours to each. She is also a financial advisor at Princeton Harriman Insurance Solutions since 2024, spending a few hours per week there.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - November 2022 · 19 yrs 4 mos
Wells Fargo Clearing Services, LLC
July 2003 - November 2022 · 19 yrs 4 mos
Prudential Securities Incorporated
January 1998 - July 2003 · 5 yrs 6 mos
Prudential Securities IncorporatedBroker
July 1989 - July 2003 · 14 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - May 1989 · 2 mos
State Registrations28 states
ARAZCACOFLIAILINKSKYMAMDMIMNMONCNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.