AO
AO

Amy Michelle Ormsby

17 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

151 N 8th St Ste 450, Lincoln, NE, 68508-1316

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Allstate Financial Services, LLC
December 2024 - Present · 1 yr 2 mos
Allstate Financial Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Allstate Financial Advisors, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
May 2024 - November 2024 · 6 mos
Allstate Financial Advisors, LLC
May 2024 - November 2024 · 6 mos
Ameriprise Financial Services, LLCBroker
August 2023 - February 2024 · 6 mos
Ameriprise Financial Services, LLC
August 2023 - February 2024 · 6 mos
Ameriprise Financial Services, LLC
April 2023 - June 2023 · 2 mos
Ameriprise Financial Services, LLCBroker
April 2023 - June 2023 · 2 mos
Ameriprise Financial Services, LLC
June 2018 - March 2023 · 4 yrs 9 mos
Ameriprise Financial Services, LLCBroker
September 2011 - March 2023 · 11 yrs 6 mos
Ameriprise Financial Services, INC.Broker
February 2007 - September 2010 · 3 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amy Michelle Ormsby - Financial Advisor | TrueAdvisor