Liberty Streeter

Employer firm

Bam Wealth Management LLC CRD 330237

$202M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2023 → 08/2025
  Fidelity Investments
  Denver, CO
• 05/2023 → 12/2023
  Josh.AI
  Denver, CO
• 10/2022 → 05/2023
  Ameriprise Financial - Gratium Wealth Planning Group
  Palm Coast, FL
• 08/2021 → 10/2022
  Nanny
  Tampa, FL
• 02/2022 → 02/2022
  Olive Garden
  Tampa, FL
• 10/2020 → 01/2021
  Tampa Holiday Lights
  Tampa, FL
• 08/2020 → 10/2020
  Gap
  Tampa, FL
• 04/2017 → 12/2019
  Palm Valley Outdoors Bar And Grill
  Ponte Vedra, FL
• 08/2015 → 05/2019
  Allen D. Nease High School
  Ponte Vedra, FL
• 08/2019 → 12/2022
  Univeristy Of South Florida
  Tampa, FL
• 01/2021 → 08/2021
  Unemployment
  Tampa, FL
• 01/2020 → 08/2020
  Unemployment
  Tampa, FL
• 09/2025 → Present
  Bam Advisory Group
  Lakewood, CO
• 03/2026 → Present
  Bam Wealth Management Llc
  Lakewood, CO

Other Businesses

Liberty Streeter (DBA - BAM ADVISORY GROUP); INVESTMENT RELATED; 165 SOUTH UNION BOULEVARD, SUITE 424, LAKEWOOD, O=CO 80228; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE September 2025; APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-23
• S63 Uniform Securities Agent State Law Examination
  2024-03-22

Other Names

• Liberty Streeter
• Liberty Katherine Streeter