Best Investors Account Sign in
Inactive

Amy Leigh Shepard

Sensible Money, LLC

Scottsdale, AZ

Claim This Profile
Current Employers
Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-07-31
TX RA APPROVED 2019-07-16
  • AZ RA
    APPROVED
    Since 2019-07-31
  • TX RA
    APPROVED
    Since 2019-07-16

Branch Locations

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
Learnvest Planning Services, Llc. Tempe AZ 12/2013 05/2018
Northwestern Mutual Investment Services, Llc Scottsdale AZ 06/2018 06/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2018 06/2019
Sensible Money, Llc Scottsdale AZ 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-31
  • S65 Uniform Investment Adviser Law Examination
    2014-07-31
Designations
Other Names
  • Amy Leigh Cotton

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor