Unclaimed Profile

Amy Catherine Halverson

QUESTAR ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 66, Series 99TOClean record12 years registeredQUESTAR ASSET MANAGEMENT, INC.

5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416CRD# 3231087Firm CRD# 133358

Profile Verification

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

Identity

Amy Catherine Halverson · MINNEAPOLIS, MN

Registration

CRD #3231087 · QUESTAR ASSET MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jan 2024 – present

WOODBURY FINANCIAL SERVICES, INC.

Apr 2019 – Jan 2024

OAKDALE, MN

QUESTAR ASSET MANAGEMENT, INC.

Nov 2013 – Apr 2019

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 66

Series 99TO

Registration record

First registered · November 27, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

QUESTAR ASSET MANAGEMENT, INC.

CRD 133358 · SEC 801-63747

AUM

$1.1B

Regulatory assets under management

Employees

431

6,432 client accounts

Services offered by QUESTAR ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUESTAR ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Catherine Halverson offer?

Amy Catherine Halverson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Amy Catherine Halverson's credentials?

Amy Catherine Halverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Catherine Halverson located?

Amy Catherine Halverson is based in MINNEAPOLIS, Minnesota, working with QUESTAR ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Amy Catherine Halverson charge for services?

Amy Catherine Halverson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTAR ASSET MANAGEMENT, INC.?

QUESTAR ASSET MANAGEMENT, INC. has approximately 431 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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