AM
CFP
AM
CFP

Amanda Manske

22 Years of Experience
Brookfield, WI
BrokerSells Insurance

Amanda Manske is a CFP-designated registered investment advisor, based in Brookfield, WI, with 22 years of industry experience.

Location

675 N Barker Rd, Ste 110, Brookfield, WI, 53045

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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

Amanda has been involved with insurance since 2008 and operates under the DBA Prime Financial Services. She is also an employee of Prime Financial Services doing non-CPA accounting and tax preparation full-time, a partner in Prime M&A Real Estate dedicating minimal time, and a notary public.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
October 2013 - November 2020 · 7 yrs 1 mo
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
Ffp Securities, INC.Broker
January 2004 - May 2008 · 4 yrs 4 mos
Equity Services, INC.Broker
July 2003 - January 2004 · 6 mos
State Registrations28 states
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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.