AW
CFP
AW
CFP

Amy Jensen Wolff

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

Lakeville, MN

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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 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
June 2023 - Present · 2 yrs 8 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 1998 - Present · 27 yrs 5 mos
Cetera Wealth Services, LLC
September 1998 - Present · 27 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Fahnestock & CO., INC.Broker
March 1998 - September 1998 · 6 mos
Aegis Investments, INC.Broker
June 1993 - September 1998 · 5 yrs 3 mos
State Registrations23 states
AKAZCACOFLILINMAMNMONCNDNJNYOHPARISDTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.