Amy Kaase is a registered investment advisor, based in Bellville, TX, with 16 years of industry experience.
Location
105 S Mathews St, Bellville, TX, 77418
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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 ActivitiesSells Insurance
Amy is a Client Services Manager for DBHW Wealth Partners, a branding name for Hall Wehring CPAs and Wehring & DB Tax and Wealth, but has no daily duties. She also works nearly full-time as a Financial Advisor for DB Wehring Wealth LLC, providing financial planning and investment services, and dedicates minimal time to selling fixed indexed annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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