Amanda Beeler (CRD# 6363373) is an Investment Advisor Representative working at Washington Avenue Advisors in Lansing, MI and has over 9 years of experience in the finance industry. Amanda Beeler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Washington Avenue Advisors | Lansing, MI | Mar 2016 - Current | 8 |
The Centennial Group | Lansing, MI | Jul 2015 - Current | 8 |
Principal Life Insurance Company | Lansing, MI | Jun 2014 - Current | 10 |
Princor Financial Services Corporation | Lansing, MI | Jun 2014 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- CA
- CO
- FL
- ID
- IN
- KS
- KY
- MI
- NE
- NC
- OH
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts1,164ACCOUNTS
-
Average Account Value$192,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, ID, IL, IN, KS, KY, MI, NC, NE, NH, OH, TX
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