AF
AF

Amy M Fredritz

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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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 ActivitiesSells Insurance

Amy works as a Wealth Manager at ARC Private Wealth, dedicating a significant amount of time to this role. She also serves as Treasurer for the Marion Foundation Board, requiring minimal time commitment.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
April 2024 - Present · 1 yr 10 mos
Kestra Investment Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
February 2017 - April 2024 · 7 yrs 2 mos
Edward JonesBroker
October 2016 - April 2024 · 7 yrs 6 mos
State Registrations9 states
AZCAFLNCNJOHSCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amy M Fredritz - Financial Advisor | TrueAdvisor