Amy Crookshank

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 10/2016
  New Milford B.O.E
  New Milford, CT
• 10/2016 → 05/2018
  Mutual Of Omaha
  Trumbull, CT
• 05/2017 → 05/2018
  Mutual Of Omaha Investor Services
  Trumbull, CT
• 05/2018 → 10/2018
  Pruco Securities Llc
  White Plains, NY
• 05/2018 → 10/2018
  Prudential Insurance Company Of America
  White Plains, NY
• 05/2018 → 12/2020
  Mutual Of Omaha Investor Services
  Trumbull, CT
• 05/2018 → 12/2020
  Mutual Of Omaha
  Trumbull, CT
• 12/2020 → 07/2024
  Penn Mutual Life Ins.
  North Haven, CT
• 01/2021 → 07/2024
  Horner Townsend And Kent
  Horsham, PA
• 08/2024 → Present
  Wealth Enhancement Brokerage Services
  New Milford, CT
• 08/2024 → Present
  Wealth Enhancement Group
  New Milford, CT
• 08/2024 → Present
  Wealth Enhancement Advisory Services
  Milford, CT

Previous Registrations

• 2021-02-18 → 2024-07-31
  Hornor, Townsend & Kent, Llc
  North Haven, CT
  Norwalk, CT
• 2018-11-16 → 2020-12-21
  Mutual Of Omaha Investor Services, Inc.
  Trumbull, CT
• 2018-08-13 → 2018-10-15
  Pruco Securities, Llc.
  White Plains, NY
• 2018-03-20 → 2018-06-06
  Mutual Of Omaha Investor Services, Inc.
  Trumbull, CT

Other Businesses

TIKTOK SHOP - NON-INVESTMENT RELATED - REMOTE - AFFILIATE MARKETER - START DATE: 01/2026 - 30 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - PROMOTE FREE SAMPLES THAT I AM SENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-05
• S65 Uniform Investment Adviser Law Examination
  2018-03-20

Other Names

• Amy Louise Stinson
• Amy Louise Crookshank
• Amy L Crookshank