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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 Luckeroth is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Amy has been in the financial services industry since 2000 and holds Series 6 and 63 licenses as well as the SIE designation. Amy has experience working with a variety of clients including high-net-worth individuals, corporations, and retirement plans. Amy specializes in providing financial planning services, portfolio management, and educational seminars. Previously, Amy worked at several firms including Woodbury Financial Services, Inc., Raymond James Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated and B. C. Ziegler and Company.
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.
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.
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2
WI
01/29/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
02/18/2022 - 01/04/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
02/10/2012 - 06/11/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
07/26/2006 - 02/13/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREEN BAY WI)
WI
04/26/2000 - 07/26/2006
B. C. ZIEGLER AND COMPANY (GREEN BAY WI)
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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