Amy Catherine Halverson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 05/2016 → 04/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2013 → 05/2016
  Allianz Life Insurance Company
  Minneapolis, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 04/2019 → Present
  Woodbury Financial
  Oakdale, MN
• 10/2015 → 05/2016
  Questar Capital Corporation
  Minneapolis, MN

Previous Registrations

• 2019-04-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2013-11-27 → 2019-04-18
  Questar Asset Management, Inc.
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2013-01-18
• S63 Uniform Securities Agent State Law Examination
  2002-06-06

Other Names

• Amy Catherine Belongia