AO
CFP
AO
CFP

Amanda Jo Oakley

20 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
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Location

3625 East 96th Street, Indianapolis, IN, 46240

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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

Amanda is a notary, conducting services at a branch. This activity is not investment-related.

Employment History
Current Registrations
Invst, LLC
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Commonwealth Financial NetworkBroker
September 2015 - February 2019 · 3 yrs 5 mos
Commonwealth Financial Network
September 2015 - February 2019 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
September 2005 - September 2015 · 10 yrs
Ameriprise Financial Services, INC.
September 2005 - September 2015 · 10 yrs
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.