AB
CFP
AB
CFP

Amy Jo Bouchie

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
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Location

1112 S. E. 1st St., Evansville, IN, 47713

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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's primary activity is with New Horizons Financial Consultants, her LPL business DBA, taking about 75% of her time. She also engages in insurance-related activities through Brokers Insurance, Pacific Life, Ash Brokerage, and Cavalier Associates, and provides investment advisory services through Western Wealth Management, dedicating about 10-20% of her time to each of these activities.

Employment History
Current Registrations
Western Wealth Management LLC
August 2021 - Present · 4 yrs 6 mos
LPL Financial LLC
May 2013 - Present · 12 yrs 9 mos
LPL Financial LLCBroker
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
Level Four Advisory Services
March 2014 - August 2021 · 7 yrs 5 mos
Private Advisor Group, LLC
May 2013 - February 2014 · 9 mos
Ameriprise Financial Services, INC.
December 1998 - July 2013 · 14 yrs 7 mos
Ameriprise Financial Services, INC.Broker
January 1992 - July 2013 · 21 yrs 6 mos
Ids Life Insurance CompanyBroker
January 1992 - July 2006 · 14 yrs 6 mos
State Registrations7 states
DCFLILINKYTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.