Amanda Ross is a registered investment advisor, based in Appleton, WI, with 15 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Appleton, WI
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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.
Learn about disclosures →Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Ameritas Advisory Services, LLC
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Aegis Financial
November 2021 - November 2022 · 1 yr
Woodbury Financial Services, INC.Broker
April 2021 - October 2021 · 6 mos
Woodbury Financial Services, INC.
April 2021 - October 2021 · 6 mos
Oneamerica Securities, INC.Broker
April 2020 - May 2021 · 1 yr 1 mo
Oneamerica Securities, INC.
April 2020 - May 2021 · 1 yr 1 mo
Packerland Brokerage Services, INC.Broker
December 2017 - March 2020 · 2 yrs 3 mos
Packerland Brokerage Services, INC.
December 2017 - March 2020 · 2 yrs 3 mos
Investment Centers of America, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
Investment Centers of America, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
April 2013 - February 2015 · 1 yr 10 mos
U.S. Bancorp Investments, INC.
April 2013 - February 2015 · 1 yr 10 mos
Sii Investments, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.Broker
October 2011 - April 2013 · 1 yr 6 mos
Sii Investments, INC.Broker
March 2011 - April 2013 · 2 yrs 1 mo
Metlife Securities INC.Broker
May 2006 - January 2007 · 8 mos
Metropolitan Life Insurance CompanyBroker
May 2006 - January 2007 · 8 mos
State Registrations18 states
AKALARCACOGAIAMANENMNVOHRISDTXUTWAWI
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.
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