linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Jonell Wolfrum

Huntleigh Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Jonell Wolfrum

Amanda Jonell Wolfrum is a registered investment advisor representative with Huntleigh Advisors, Inc. Amanda has over 20 years of experience in the financial services industry. She is registered in 8 states and has a Series 7, Series 66, and SIE. Amanda specializes in providing financial advice to individuals, families, and businesses. Her areas of expertise include retirement planning, investment management, and estate planning.

Firm Information

Amanda Wolfrum is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/third party manager fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda Wolfrum’s Registration & Firm History

MO

10/22/2024 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

IN

05/24/2013 - 01/04/2018

DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)

IN

08/05/2011 - 05/28/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (INDIANAPOLIS IN)

IN

01/01/2008 - 08/05/2011

WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)

IN

11/02/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)

Not sure if Amanda Jonell Wolfrum is right for you?

Licenses & Designations

BOTH

Issued 06/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Jonell Wolfrum.
Not sure if Amanda Jonell Wolfrum is right for you?