Amy Marie Ley

Current Employers

Employment History

• 03/1992 → Present
  Matrise, Polzin & Company
  Brookfield, WI
• 02/2011 → 04/2017
  Mpc Advisors, Llc
  Brookfield, WI
• 02/2011 → 04/2017
  Girard Securities, Inc.
  San Diego, CA
• 04/2017 → 01/2024
  Woodbury Financial Services Inc
  Brookfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2017-04-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brookfield, WI
• 2011-02-28 → 2017-10-30
  Mpc Advisers, Llc
  Brookfield, WI
• 1999-01-04 → 2011-02-28
  Securian Financial Services, Inc.
  Brookfield, WI
  Brookfield, WI

Other Businesses

1. MPC INSURANCE SERVICES, LLC POSITION: Agent NATURE: Fixed insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1992 ADDRESS: 16655 W. Bluemound Road Ste. 150, Brookfield WI 53005, United States DESCRIPTION: Propose and implement insurance sales with clients. 2. LIBERTY INSURANCE GROUP, INC DBA TRANSITION HEALTH BENEFITS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2008 ADDRESS: 17040 W. Greenfield Avenue, Suite 1, Brookfield WI 53005, United States DESCRIPTION: Quote and write individual health insurance, Medicare Supplements, small group health plans, and dental coverage for individuals and small businesses. 3. MIDWEST PLANNING COMPANY DBA MPC ADVISERS POSITION: Shareholder & Board member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 16655 W. Bluemound Road, Ste. 150, Brookfield WI 53005, United States DESCRIPTION: Board duties--attend meetings, vote on expense and procedural changes. Review of financial documents and expense approval.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-04
• S63 Uniform Securities Agent State Law Examination
  1992-02-21

Other Names

• Amy Marie Ley
• Amy Ley