Unclaimed Profile

Amanda Jean Beeler

WASHINGTON AVENUE ADVISORS, LLC·LANSING, Michigan

SIE, Series 6, Series 63, Series 65CFPClean record10 years registeredWASHINGTON AVENUE ADVISORS, LLC

1146 SOUTH WASHINGTON AVENUE, LANSING, MI 48910CRD# 6363373Firm CRD# 307002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amanda Jean Beeler · LANSING, MI

Registration

CRD #6363373 · WASHINGTON AVENUE ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

WASHINGTON AVENUE ADVISORS

Apr 2020 – present

PRINCIPAL SECURITIES, INC.

Feb 2016 – May 2020

Lansing, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · February 29, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASHINGTON AVENUE ADVISORS, LLC

CRD 307002 · SEC 801-118372

AUM

$224M

Regulatory assets under management

Employees

1,164 client accounts

Services offered by WASHINGTON AVENUE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WASHINGTON AVENUE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Amanda Jean Beeler offer?

Amanda Jean Beeler specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.

What are Amanda Jean Beeler's credentials?

Amanda Jean Beeler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amanda Jean Beeler located?

Amanda Jean Beeler is based in LANSING, Michigan, working with WASHINGTON AVENUE ADVISORS, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.

How does Amanda Jean Beeler charge for services?

Amanda Jean Beeler'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 WASHINGTON AVENUE ADVISORS, LLC?

WASHINGTON AVENUE ADVISORS, LLC has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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