Amanda Fitzpatrick
Amanda Fitzpatrick is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Indianapolis, IN, with 19 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
600 East 96th Street, Suite 575, Indianapolis, IN, 46240
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Amanda is a Notary Public for the Indiana Secretary of State since 2019, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Cetera Investment Services LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Financial Network Investment CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ryan Beck & CO.Broker
State Registrations41 states
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