Amanda Beth Young

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2012 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Louis, MO
• 03/2019 → 05/2021
  Krilogy Financial
  St. Louis, MO
• 08/2022 → 11/2023
  Rockerfeller Financial Llc
  Chesterfield, MO
• 07/2021 → 07/2022
  Moneta Group
  Clayton, MO
• 11/2023 → Present
  Avantax Investment Services Inc
  Saint Louis, MO
• 11/2023 → Present
  Avantax Planning Partners, Inc
  Saint Louis, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-08-16 → 2023-11-17
  Rockefeller Financial Llc
  Chicago, IL
  Chesterfield, MO
  Dallas, TX
• 2019-03-15 → 2021-05-28
  Krilogy
  St. Louis, MO
• 2016-12-12 → 2019-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-30
• S66 Uniform Combined State Law Examination
  2016-12-08

Designations

• Certified Financial Planner

Other Names

• Amanda B Deidrick