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Amy Mccollum

20 Years of Experience
Topeka, KS
Broker

Amy Mccollum is a registered investment advisor at Wells Fargo Advisors, based in Topeka, KS, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2955 SW Wanamaker Dr., Suite C, Topeka, KS, 66614

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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 Activities

Amy has 100% ownership in McCollum Management, LLC and spends a few hours per week on this investment-related activity. She also has 50% ownership in Casebeer McCollum Wealth Management, LLC, dedicating nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
August 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2006 - August 2022 · 16 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2006 - August 2022 · 16 yrs 2 mos
Morgan Stanley
May 2005 - June 2006 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
April 2005 - June 2006 · 1 yr 2 mos
State Registrations25 states
AKALARAZCACOFLGAHIIAILKSMAMNMONENMOHORSDTXUTVAWAWI
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.