AS
AS

Amie Lynn Sheputis

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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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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Other Business Activities

Amie works as staff at RFG Advisory, a registered investment advisor. This is a full-time commitment.

Employment History
Current Registrations
Rfg Advisory, LLC
June 2024 - Present · 1 yr 8 mos
Private Client Services, LLCBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2012 - May 2024 · 12 yrs
Ameriprise Financial Services, LLCBroker
April 2009 - May 2024 · 15 yrs 1 mo
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.