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Amy Michelle Bertle

Allworth Financial, LP

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About Amy Michelle Bertle

Amy Bertle is a financial advisor with Allworth Financial, LP. Amy has been in the financial services industry since 2014 and has a Series 7, Series 66 and SIE license. Amy is also a Certified Financial Planner. Amy has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Amy is committed to providing her clients with personalized financial advice and guidance. Amy is a dedicated financial advisor who is passionate about helping her clients achieve their financial goals.

Firm Information

Amy Bertle is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Amy Bertle’s Registration & Firm History

CO

07/30/2019 - Present

Allworth Financial, LP (Denver CO)

CO

03/29/2016 - 04/26/2019

DESTINY CAPITAL SECURITIES CORPORATION (GOLDEN CO)

CO

05/16/2014 - 03/21/2016

CRI SECURITIES, LLC (DENVER CO)

CO

05/16/2014 - 03/21/2016

SECURIAN FINANCIAL SERVICES, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Michelle Bertle.
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