Amy Ellen Zellner

Employer firm

Sugar Maple Asset Management, LLC CRD 282632

$292M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 11/2014 → 11/2016
  Admiral Asset Management Llc
  Green Bay, WI
• 06/2016 → 12/2017
  Sii Investments, Inc.
  Green Bay, WI
• 01/2018 → 11/2018
  Private Client Services
  Louisville, KY
• 08/2016 → 11/2018
  Nicolet Advisory Services, Llc
  Green Bay, WI
• 11/2018 → 04/2021
  Fortifi Bank
  Greenbay, WI
• 11/2018 → 04/2021
  Cetera Investment Advisers Llc
  St. Cloud, MN
• 11/2018 → 04/2021
  Cetera Investment Advisors Llc
  Greenbay, WI
• 05/2021 → Present
  Sugar Maple Asset Management, Llc
  Sister Bay, WI

Previous Registrations

• 2018-11-21 → 2021-04-30
  Cetera Investment Advisers Llc
  Greenbay, WI
  Greenbay, WI
• 2018-09-24 → 2018-11-19
  Nicolet Wealth Management
  Green Bay, WI
• 2016-06-03 → 2017-12-31
  Sii Investments, Inc.
  Green Bay, WI
• 2014-12-01 → 2016-09-26
  Admiral Asset Management, Llc
  Green Bay, WI
  Sturgeon Bay, WI
• 2014-06-11 → 2016-06-15
  Lpl Financial Llc
  Green Bay, WI
  Sturgeon Bay, WI

Exams

• S66 Uniform Combined State Law Examination
  2014-06-06