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Amy Elmore

1 Year of Experience
Southfield, MI
BrokerSells Insurance

Amy Elmore is a registered investment advisor at Cetera Investment Advisers LLC, based in Southfield, MI, with 1 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

20750 Civic Center Drive Suite 590, Southfield, MI, 48076

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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

Amy coaches the varsity softball team at Shrine Catholic High School from March to June, dedicating about 10-20% of her time. She also works as a financial planner for Wealth Strategies Financial Group (full-time) and as an exam team member for Title Connect, LLC (full-time), a title insurance company.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
State Registrations6 states
MINCOHPATXWV
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.
Amy Elmore - Financial Advisor | TrueAdvisor