Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Welfringer is a financial advisor with over 8 years of experience in the industry. Amy is a registered representative with Gallagher Fiduciary Advisors, LLC and holds Series 6, Series 63 and Series 65 licenses. Amy is also a Registered Investment Advisor (RIA) with Gallagher Fiduciary Advisors, LLC. She provides financial planning, portfolio management and retirement planning services to individuals, families, and businesses. Amy has a strong commitment to helping her clients achieve their financial goals. She is committed to providing her clients with personalized service and a comprehensive understanding of their financial needs.
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.
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.
See schedule d misc. for explanation
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
KS
02/06/2023 - Present
Gallagher Fiduciary Advisors, LLC (Manhattan KS)
KS
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Manhattan KS)
KS
01/31/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Manhattan KS)
KS
05/11/2016 - 02/10/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANHATTAN KS)
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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