Amy Wolff is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakeville, MN, with 32 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lakeville, MN
Get directionsHistory
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 sells fixed life, health, disability, annuities, and long-term care insurance with various companies. She is also a partner at AJW Financial Inc., dedicating nearly full-time hours to financial and divorce financial planning, and has several other business ventures including divorce planning, farming, software, and real estate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fahnestock & CO., INC.Broker
Aegis Investments, INC.Broker
State Registrations23 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.