Amanda Hunn Taylor

Employer firm

Broadview Financial Management, LLC CRD 143550

$699M regulatory AUM 102 advisory clients

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

• 05/2016 → Present
  Broadview Financial Management, Llc
  Wauwatosa, WI

Previous Registrations

• 2012-10-09 → 2016-05-12
  Strategic Advisers Llc
  Brookfield, WI
• 2007-09-24 → 2012-09-10
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Exams

• S66 Uniform Combined State Law Examination
  2004-06-16
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Designations

• Certified Financial Planner

Other Names

• Amanda Jane Hunn
• Amanda Jane Hunn
• Amanda Jane Hunn Steinhauer
• Amanda Jane Hunn
• Amanda Jane Hunn Taylor