Amie Lynn Sheputis

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Chesterfield, MO
• 03/2020 → 05/2024
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 05/2024 → Present
  Private Client Services
  Creve Coeur, MO
• 05/2024 → Present
  Rfg Advisory, Llc
  Creve Coeur, MO

Previous Registrations

• 2012-05-16 → 2024-05-17
  Ameriprise Financial Services, Llc
  Chesterfield, MO
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

RFG Advisory. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. Staff. 160 hrs/mo; 160 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-05

Other Names

• Amie Lynn Heuring
• Amie Lynn Smith
• Amie Lynn Smith