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Amy Joan Thorison

NETOLS ASSET MANAGEMENT INC·MEQUON, Wisconsin
Clean recordNETOLS ASSET MANAGEMENT INC
1045 W. GLEN OAKS LANE, MEQUON, WI 53092CRD# 2468750Firm CRD# 113328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Joan Thorison · MEQUON, WI
Registration
CRD #2468750 · NETOLS ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Joan Thorison is a registered financial advisor based in MEQUON, Wisconsin, affiliated with NETOLS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NETOLS ASSET MANAGEMENT INC
NETOLS ASSET MANAGEMENT INC
AUM
$677M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NETOLS ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2468750
Firm CRD# 113328
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Joan Thorison offer?
Amy Joan Thorison specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.
What are Amy Joan Thorison's credentials?
Amy Joan Thorison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Joan Thorison located?
Amy Joan Thorison is based in MEQUON, Wisconsin, working with NETOLS ASSET MANAGEMENT INC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Amy Joan Thorison charge for services?
Amy Joan Thorison's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NETOLS ASSET MANAGEMENT INC?
NETOLS ASSET MANAGEMENT INC has approximately 6 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NETOLS ASSET MANAGEMENT INC

Jeffrey William Netols
MEQUON, WI

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Research
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