Amy Jo Bouchie
Investment adviser representative at Western Wealth Management LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Western Wealth Management, LLCAug 2021 to now
- LPL Financial LLCMay 2013 to now
- Level Four Advisory ServicesFeb 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (IL, IN, KY).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2205679
- Firm CRD
- 283545