Tracy Anne Cannon

Employer firm

Wealth Management CRD 137080

$3.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 01/2007 → Present
  Amgl, P.C.
  Grand Island, NE

Other Businesses

AMGL, P.C. - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Public Accounting firm - not investment related - started 1/2007 - Share holder - Approx. 170 hours monthly/Approx 120 hours during securities trading hours per week - responsibilities include preparing tax returns and share holder responsibilities. 1203 LLC - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Rental Real Estate - not investment related - started 1/2019 - Member - Approx. 1 hour per month/Approx. hour monthly during securities trading hours - management decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08

Other Names

• Tracy Anne Suhr
• Tracy Anne Hofstetter