Amy Michelle Bertle

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

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

• 03/2016 → 04/2019
  Destiny Capital Securities Corporation
  Golden, CO
• 03/2016 → 04/2019
  Destiny Capital Corporation
  Golden, CO
• 06/2019 → Present
  Allworth Financial
  Denver, CO
• 06/2019 → Present
  Aw Securities
  Denver, CO

Previous Registrations

• 2016-03-29 → 2019-04-26
  Destiny Capital Corporation
  Denver, CO
• 2014-10-08 → 2016-03-21
  Securian Financial Services, Inc.
  Denver, CO
• 2014-10-08 → 2016-03-21
  Cri Securities, Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-07-02

Designations

• Certified Financial Planner

Other Names

• Amy M Bertle