AM
CFP
AM
CFP

Amy Elizabeth Melander

20 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only
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Location

Aurora, CO

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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 is a managing member and bookkeeper at A.M. Financial, providing divorce transition services, dedicating about half their time. Amy is also an insurance producer since 2022, selling insurance products, dedicating about 10-20% of their time.

Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wealthsource®
February 2016 - October 2024 · 8 yrs 8 mos
A.M. Financial
September 2015 - July 2016 · 10 mos
Marathon Investment Management, INC.
July 2005 - March 2016 · 10 yrs 8 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.