Unclaimed
Amy Zinniel is a financial advisor with Mariner Wealth. Amy has been in the industry since 2013 and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. She is a Certified Financial Planner™ professional and is registered with the state of Minnesota. Amy is committed to providing her clients with personalized financial advice and guidance. She believes in building strong relationships with her clients and understanding their individual needs and goals.
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.
Family office 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.
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2
MN
04/01/2020 - Present
Mariner Wealth (Bloomington MN)
Active
Inactive
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