AA
AA

Andrew Carl Amys

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

South Range, WI

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Andrew is a co-owner of Sugar on Top Bakery, LLC and owner of Berg Park Holdings, LLC, both entities for tax/investment purposes. He also works full-time providing investment advisory services through Independent Advisor Alliance and Marline & Associates Wealth Management, and spends minimal time as a youth baseball umpire.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
May 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2013 - May 2023 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2012 - May 2023 · 11 yrs
State Registrations27 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.