AR
AR

Amanda Reynolds

3 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

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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

Amanda owns two rental properties in Colorado and Kentucky, dedicating minimal time to each. She also owns Honey B's Macaron bakery, spending about a third of her time managing the business.

Employment History
Current Registrations
Integrity Alliance, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
December 2022 - October 2024 · 1 yr 10 mos
Securities Management & Research, INC.Broker
May 2022 - December 2022 · 7 mos
Bfc Planning, INC.
April 2022 - December 2022 · 8 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.