Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Sue Schmeckpeper is a financial advisor with Geneos Wealth Management, Inc., with over 2 years of experience in the industry. Amy Sue Schmeckpeper is licensed in Wisconsin and has a Series 63, Series 6TO and SIE license. Amy Sue Schmeckpeper specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Amy Sue Schmeckpeper also provides portfolio management for businesses and individuals. Amy Sue Schmeckpeper was previously employed at Woodbury Financial Services, Inc.. Amy Sue Schmeckpeper has a history of working with high-net-worth individuals, corporations and individuals other than high-net-worth individuals.
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.
1
2
WI
06/24/2022 - Present
Geneos Wealth Management, Inc. (Green Bay WI)
WI
06/23/2020 - 06/27/2022
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
BC
Issued 11/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Amy Schmeckpeper is the right advisor for you? Invested Better is here to help.
