Unclaimed
Amy Witte is an investment advisor representative with Allspring Funds Management, LLC. Amy has been in the industry since 2000 and has a wealth of experience in providing investment advice. Amy is registered with the state of Wisconsin and offers investment advisory services to a range of clients, including individuals, businesses, and investment companies. Amy holds Series 6, 7, 63, and 65 licenses. Amy has previously worked for WELLS FARGO FUNDS DISTRIBUTOR, LLC and STRONG INVESTMENTS, INC.
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.
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.
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.
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.
1
2
WI
12/27/2016 - Present
Allspring Funds Management, LLC (Menomonee Falls WI)
WI
04/11/2005 - 04/15/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
07/14/1999 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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