Amy Buck

Current Employers

Employment History

• 07/2018 → 03/2019
  Edward Jones
  St Louis, MO
• 01/2015 → 11/2017
  Best Version Media
  Milwaukee, WI
• 08/2016 → 01/2018
  Ashfield Healthcare
  Ivyland, PA
• 01/2018 → 06/2018
  Unemployed
  Marquette, MI
• 05/2019 → 06/2022
  Erts Wealth Advisors, Llc
  Marquette, MI
• 08/2022 → 01/2024
  Infinex Investment, Inc.
  Meriden, CT
• 07/2022 → 01/2024
  Range Bank
  Marquette, MI
• 02/2024 → Present
  Planpath Financial, L.L.C.
  Marquette, MI

Previous Registrations

• 2022-08-05 → 2024-02-16
  Osaic Institutions, Inc.
  Marquette, MI
• 2019-06-03 → 2022-06-14
  B.A. Roberts Financial Services, Inc.
  Marquette, MI
• 2019-01-17 → 2019-03-26
  Edward Jones
  Marquette, MI
  St Louis, MO
  Ishpeming, MI

Other Businesses

On November 11, 2024, Amy Buck started a new business, Planpath Tax Prep, LLC. Planpath Tax Prep, LLC is not an investment-related business. Amy Buck is owner, operator, and tax preparer. Planpath Tax Prep, LLC is located at 708 Chippewa Sq, Ste 9, Marquette, MI 49855. Planpath Tax Prep, LLC is a tax preparation business who currently serves less than 50 clients by preparing their 1040 federal and state returns. Amy works in the Planpath Tax Prep business approximately 100 hours per year, primarily during tax season, February - April. During that time frame approximately 10 hours per week or two hours during trading hours are dedicated to Planpath Tax Prep activities. Some of the clients Amy serves through Planpath Tax Prep, LLC are also clients of Planpath Financial, LLC. Clients of one of these two business are not required or incentivized to contract services with the other company. Each company operates separately from the other.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-24
• S66 Uniform Combined State Law Examination
  2019-01-11

Designations

Other Names

• Amy Jo Robb
• Amy Buck
• Amy Jo Buck