Amy Bertle is a CFP-designated registered investment advisor, based in Denver, CO, with 12 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8055 E. Tuffs Ave. Ste: 1310, Denver, CO, 80237
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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
Allworth Financial, L.P.
July 2019 - Present · 7 yrs 3 mos
Aw SecuritiesBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Destiny Capital Securities CorporationBroker
March 2016 - April 2019 · 3 yrs 1 mo
Destiny Capital Corporation
March 2016 - April 2019 · 3 yrs 1 mo
Securian Financial Services, INC.
October 2014 - March 2016 · 1 yr 5 mos
Cri Securities, LLC
October 2014 - March 2016 · 1 yr 5 mos
Cri Securities, LLCBroker
May 2014 - March 2016 · 1 yr 10 mos
Securian Financial Services, INC.Broker
May 2014 - March 2016 · 1 yr 10 mos
State Registrations1 state
CO
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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