Amy Lynn Wright

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 11/2010 → 09/2019
  Tunink Murray Financial Group
  West Des Moines, IA
• 08/2014 → 09/2019
  Hd Vest Investment Services
  Irving, TX
• 01/2017 → 09/2019
  Avantax Advisor Services
  Irving, TX
• 09/2017 → 09/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 09/2019 → 08/2024
  Lpl Financial Llc
  Ankeny, IA
• 09/2019 → 08/2024
  Lincoln Savings Bank
  Ankeny, IA
• 12/2021 → 08/2024
  Lsb Wealth Management
  Ankeny, IA
• 08/2024 → 09/2025
  Avantax Advisory Services
  Ankeny, IA
• 08/2024 → 09/2025
  Avantax Investment Services, Inc.
  Ankeny, IA
• 08/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Ankeny, IA
• 10/2013 → Present
  Gardenia Lane, L.C.
  Ankeny, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ankeny, IA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-08-30 → 2025-09-05
  Avantax Advisory Services
  Ankeny, IA
  Dallas, TX
• 2021-12-06 → 2024-09-04
  Lsb Wealth Management
  Ankeny, IA
• 2019-09-11 → 2022-09-29
  Lpl Financial Llc
  Ankeny, IA
  Eldon, IA
  Grinnell, IA
  Ankeny, IA
• 2017-01-12 → 2019-09-20
  Avantax Advisory Services
  West Des Moines, IA

Other Businesses

1) GARDENIA LANE LC POSITION: Member NATURE: I own one condo that I currently rent. It is a residential rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2013 ADDRESS: 2331 NW 84th Ave, Ankeny IA 50023, United States DESCRIPTION: I am responsible for keeping the accounting records for tax preparation purposes. I also help complete any tenant applications and forms. 2) COCHRAN BELL WEALTH AND TAX STRATEGY POSITION: Registered Representative NATURE: I am a registered representative with Cochran Bell Wealth and Tax Strategy and will receive commissions directly from Avantax. I will have my own book of business to service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/30/2024 ADDRESS: 2331 NW 84th Ave, Ankeny IA 50023, United States DESCRIPTION: My main duty is to service my investment clients. I do not hold any specific duties at Cochran Bell. 3) WRIGHT FINANCIAL SOLUTIONS POSITION: Owner NATURE: This is my Avantax DBA name for my financial services business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/30/2024 ADDRESS: 2331 NW 84th Ave, Ankeny IA 50023, United States DESCRIPTION: Client meetings, review client accounts, rebalance client accounts, retirement planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-06
• S63 Uniform Securities Agent State Law Examination
  2014-12-18

Other Names

• Amy Lynn Tiefenthaler