Unclaimed Profile

Amy J Wiegert

GOLDENROD CAPITAL ADVISORS, LLC·OMAHA, Nebraska

Clean recordGOLDENROD CAPITAL ADVISORS, LLC

10340 NORTH 84TH STREET, OMAHA, NE 68122CRD# 7555559Firm CRD# 298448

Profile Verification

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

Identity

Amy J Wiegert · OMAHA, NE

Registration

CRD #7555559 · GOLDENROD CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy J Wiegert is a registered financial advisor based in OMAHA, Nebraska, affiliated with GOLDENROD CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GOLDENROD CAPITAL ADVISORS, LLC

AUM

$423M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOLDENROD CAPITAL ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7555559

Firm CRD# 298448

View on FINRA BrokerCheck →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy J Wiegert offer?

Amy J Wiegert specializes in Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.

What are Amy J Wiegert's credentials?

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

Where is Amy J Wiegert located?

Amy J Wiegert is based in OMAHA, Nebraska, working with GOLDENROD CAPITAL ADVISORS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Amy J Wiegert charge for services?

Amy J Wiegert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDENROD CAPITAL ADVISORS, LLC?

GOLDENROD CAPITAL ADVISORS, LLC has approximately 8 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →