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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Melander is a Certified Financial Planner who is a managing member and bookkeeper of A.M. FINANCIAL and a secretary/treasurer of DENVER SOURCE FOR COLLABORATIVE DIVORCE. Amy Melander is registered to provide investment advice in Colorado and Texas. Amy Melander is currently employed by Onedigital Investment Advisors, which provides portfolio management services to individuals, families, charitable organizations, and retirement plans.
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.
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.
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.
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CO
01/05/2024 - Present
Onedigital Investment Advisors (Aurora CO)
IA
Issued 07/22/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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