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Amy Michelle Ormsby

Allstate Financial Advisors, LLC

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About Amy Michelle Ormsby

Amy Michelle Ormsby is a financial advisor associated with Allstate Financial Advisors, LLC. Amy has been in the financial services industry since August 2008 and has worked with Ameriprise Financial Services, LLC and Ameriprise Financial Services, INC in the past. Amy is licensed in Texas and holds Series 66, Series 24 and Series 7 licenses. Amy specializes in providing financial advice and services to individuals.

Firm Information

Amy Ormsby is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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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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other

Third party advisory fees

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Amy Ormsby’s Registration & Firm History

TX

05/13/2024 - Present

Allstate Financial Advisors, LLC (Hickory Creek TX)

TX

08/08/2023 - 02/02/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Plano TX)

TX

04/12/2023 - 06/21/2023

AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)

TX

09/20/2011 - 03/06/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Richardson TX)

TX

02/05/2007 - 09/23/2010

AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)

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Licenses & Designations

BOTH

Issued 06/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Michelle Ormsby.
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