TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Amy Michelle Bertle

Allworth Financial, L.P.
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Allworth Financial, L.P.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
310 advisors
Number of Clients
26,325 clients
Average Client Portfolio
$953K average
Assets Under Management
$25.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500

Location

8055 E. Tuffs Ave. Ste: 1310, Denver, CO, 80237

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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
Allworth Financial, L.P.
July 2019 - Present · 6 yrs 7 mos
Aw SecuritiesBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Destiny Capital Securities CorporationBroker
March 2016 - April 2019 · 3 yrs 1 mo
Destiny Capital Corporation
March 2016 - April 2019 · 3 yrs 1 mo
Securian Financial Services, INC.
October 2014 - March 2016 · 1 yr 5 mos
Cri Securities, LLC
October 2014 - March 2016 · 1 yr 5 mos
Cri Securities, LLCBroker
May 2014 - March 2016 · 1 yr 10 mos
Securian Financial Services, INC.Broker
May 2014 - March 2016 · 1 yr 10 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.