Amy Cady
Amy Cady is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bartlesville, OK, with 29 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4160 SE Adams Rd, Ste 102, Bartlesville, OK, 74006
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Employment Separation After Allegations
July 2005Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations29 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.
Exams
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