Investment adviser representative · The Milwealth Group, LLC
Amy L. Finley
CRD 4592276 · Milwaukee, WI
At a glance
Amy L. Finley is an investment adviser representative with The Milwealth Group, LLC in Milwaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amy’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Milwealth Group, LLCSince January 2002Milwaukee, WI · $497M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Amy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.