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Amy Johanna Sitter

Copper Harbor Investment Advisors, LLC

Appleton, WI

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Current Employers
Copper Harbor Investment Advisors, Llc

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-11-08
IL RA APPROVED 2021-06-10
WI RA APPROVED 2016-06-10
  • OR RA
    APPROVED
    Since 2023-11-08
  • IL RA
    APPROVED
    Since 2021-06-10
  • WI RA
    APPROVED
    Since 2016-06-10

Branch Locations

250 North Metro Drive Suite A, Appleton, WI 54913 • 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
Copper Harbor Investment Advisors, Llc Appleton WI 05/2016 Present
Previous Registrations
  • 2004-02-20 → 2013-06-24
    Baker Tilly Investment Advisors
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-10
S63 Uniform Securities Agent State Law Examination 1992-05-19
  • S65 Uniform Investment Adviser Law Examination
    2016-06-10
  • S63 Uniform Securities Agent State Law Examination
    1992-05-19
Other Names
  • Any Johanna Sitter
  • Amy Johanna Wigdale

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
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