Aimee Speier is a registered investment advisor, based in Minnetonka, MN, with 13 years of industry experience.
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
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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.
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Aimee works as an agent/broker for Fortune Financial LLC, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2017 - August 2023 · 6 yrs 5 mos
Securian Financial Services, INC.Broker
March 2017 - August 2023 · 6 yrs 5 mos
Cri Securities, LLCBroker
March 2017 - October 2021 · 4 yrs 7 mos
Cri Securities, LLC
March 2017 - October 2021 · 4 yrs 7 mos
Sii Investments, INC.
January 2013 - February 2017 · 4 yrs 1 mo
Sii Investments, INC.Broker
October 2012 - February 2017 · 4 yrs 4 mos
State Registrations1 state
MN
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.