Amy Wright is a registered investment advisor, based in Ankeny, IA, with 11 years of industry experience.
Location
Ankeny, IA
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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 owns a rental condo and spends minimal time on accounting and tenant applications. She is also an insurance agent selling insurance products, a registered representative with Cochran Bell Wealth and Tax Strategy, and the owner of Wright Financial Solutions, dedicating nearly all of her time to client meetings and financial planning. Amy also sells equity and fixed indexed annuities, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Lsb Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Avantax Advisory Services
Hd Vest Investment ServicesBroker
State Registrations8 states
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.