Unclaimed
Amy Hollibaugh is a financial advisor with over 15 years of experience in the industry. Amy is a Certified Financial Planner™ and is registered with the state of Georgia. Amy is currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, Amy worked at several other financial advisory firms in Atlanta, Georgia. Amy is also a founder and manager of Hollibaugh Holdings, LLC and is a Board Member of Actor's Express. Amy specializes in providing financial planning and investment management services to individuals, families, and businesses. She is also experienced in working with clients who have retirement plans, trusts, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
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2
MN
10/18/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
IA
Issued 09/08/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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