AW
AW

Amanda Jo Whitlock

5 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only
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Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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

Amanda is a sole proprietor and agent selling accident, health, and life insurance since September 2019. She dedicates minimal time to this activity.

Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wealthsource®
August 2021 - October 2024 · 3 yrs 2 mos
Feic Financial INC.
February 2020 - October 2021 · 1 yr 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.