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Amie Jo Moran

6 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

770 Kenmoor Ave SE, Ste 203, Grand Rapids, MI, 49546

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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

Amie is an insurance producer at Global Financial Trust since 2007, focusing on insurance sales and services. This activity requires minimal time.

Employment History
Current Registrations
Ae Wealth Management, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Iams Wealth Management, LLC
October 2019 - June 2022 · 2 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.