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Amy Louise Volz

SAMUEL DWIGHT SKAGGS·JUNEAU, Alaska
Series 65Clean record15 years registeredSAMUEL DWIGHT SKAGGS
119 SEWARD STREET, JUNEAU, AK 99801CRD# 5425404Firm CRD# 116383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Louise Volz · JUNEAU, AK
Registration
CRD #5425404 · SAMUEL DWIGHT SKAGGS · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SAMUEL DWIGHT SKAGGS
FIRST PACIFIC FINANCIAL, INC.
Oct 2020 – Sep 2021
Juneau, AK
VERDANT, LLC
Dec 2010 – Dec 2021
SITKA, AK
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 10, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERDANT, LLC
CRD 116383 · SEC 801-116772
AUM
$141M
Regulatory assets under management
Employees
2
315 client accounts
Services offered by VERDANT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERDANT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Amy Louise Volz offer?
Amy Louise Volz specializes in Financial Planning, Investment Management.
What are Amy Louise Volz's credentials?
Amy Louise Volz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Louise Volz located?
Amy Louise Volz is based in JUNEAU, Alaska, last registered with SAMUEL DWIGHT SKAGGS.
How does Amy Louise Volz charge for services?
Amy Louise Volz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAMUEL DWIGHT SKAGGS?
SAMUEL DWIGHT SKAGGS has approximately 2 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAMUEL DWIGHT SKAGGS

Samuel Dwight Skaggs
JUNEAU, AK

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