Amie Marie Toyama

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 01/2026
  Watson Coon Ryan Llc
  Centennial, CO
• 11/2017 → 12/2017
  Watson Coon & Associates
  Centennial, CO
• 01/2008 → 10/2017
  Yanari Watson Mcgaughey - Then Mcgaughey Amfahr & Associates
  Centennial, CO
• 01/2026 → 03/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Previous Registrations

• 2026-02-23 → 2026-03-26
  Cetera Investment Advisers Llc
  Centennial, CO
  Denver, CO

Designations

• Personal Financial Specialist

Other Names

• Amie Jones
• Amie Gifford
• Amie Toyama