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Amy G Nelson

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

8985 E. Bell Road, Scottsdale, AZ, 85260

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History

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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Other Business ActivitiesSells Insurance

Amy operates Apple Tree Lane Wealth Management as a DBA for her LPL business and works as an advisor for Householder Group Estate & Retirement Specialists. She also works with MS Insentra selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
June 2025 - Present · 8 mos
LPL Financial LLC
March 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Householder Group Estate & Retirement Specialists
March 2023 - October 2025 · 2 yrs 7 mos
Private Client Services, LLCBroker
June 2021 - April 2023 · 1 yr 10 mos
Rfg Advisory, LLC
June 2021 - April 2023 · 1 yr 10 mos
Edward Jones
September 2016 - June 2021 · 4 yrs 9 mos
Edward JonesBroker
September 2016 - June 2021 · 4 yrs 9 mos
LPL Financial LLCBroker
April 2016 - August 2016 · 4 mos
State Registrations9 states
AZCACOFLHINMOHRIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.