AA
AA

Amy Lynne Ahrens

5 Years of Experience
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 Activities

Amy is an independent beauty consultant for Mary Kay Inc. since 2007, dedicating minimal time. She also owns Wren Endeavors, LLC, a real estate investment company, and spends a few hours per week on operational and management duties. Finally, Amy is the owner of Financially Simple LLC, a consulting business, dedicating a few hours per week.

Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wealthsource®
January 2022 - October 2024 · 2 yrs 9 mos
Heritage Investors
September 2020 - April 2022 · 1 yr 7 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.