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Amy Hoovler

10 Years of Experience
Pataskala, OH
BrokerSells Insurance

Amy Hoovler is a registered investment advisor at Cetera Investment Advisers LLC, based in Pataskala, OH, with 10 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

621 W Broad St Ste 1C, Pataskala, OH, 43062

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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 works full-time as a customer service representative for Hoovler Financial & Insurance Services and about half her time as an insurance agent selling life, health, long-term care, and annuities. She also dedicates a few hours per week as a Director of Music at a church and serves on the board of directors for a YMCA and the Pataskala Area Chamber of Commerce, and as President of the Southwest Licking Educational Foundation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
September 2016 - March 2024 · 7 yrs 6 mos
State Registrations12 states
AZCACOFLILINKYMINCOHSDTX
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.
Amy Hoovler - Financial Advisor | TrueAdvisor