Amy Ochs is a registered investment advisor at Wells Fargo Advisors, based in Boerne, TX, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
179 S Main St, Ste 102, [Satellite], Boerne, TX, 78006
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Regulatory History (2)
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Financial
May 2022Final
Financial
April 2022Final
Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 11 mos
State Registrations5 states
CAGAPRTXWI
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.