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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Falkum is an investment advisor representative with Kovitz Investment Group Partners, LLC based in Silverthorne, CO. Amanda has been in the financial services industry since 2008. Amanda specializes in providing financial advice to individuals, families, and businesses. Amanda is also an active member of the community and is committed to providing her clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CO
05/26/2021 - Present
Kovitz Investment Group Partners, LLC (SILVERTHORNE CO)
ME
12/24/2020 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
05/01/2008 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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