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Amy Mawson

Minerva Planning Group

Decatur, GA

CRD 7136326

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Employer firm

Minerva Planning Group CRD 127263

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Minerva Planning Group

315 W. Ponce De Leon Avenue Suite 880, Decatur, GA 30030 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-06-24
  • GA RA
    APPROVED
    Since 2019-06-24

Branch Locations

315 W. Ponce De Leon Avenue Suite 880, Decatur, GA 30030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minerva Planning Group, Inc. Decatur GA 08/2017 Present
Homemaker Atlanta GA 04/2014 08/2017
  • 08/2017 → Present
    Minerva Planning Group, Inc.
    Decatur, GA
  • 04/2014 → 08/2017
    Homemaker
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-20
  • S65 Uniform Investment Adviser Law Examination
    2019-05-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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