Amy Jo Shope
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
16 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Dylans HouseOct 2022 to now
- Lehner Shope Wealth GroupJan 2018 to now
- Strategic Blueprint, LLCAug 2019 to Feb 2025
- The Strategic Financial Alliance, Inc,Aug 2019 to Feb 2025
- Berthel, Fisher & Company Financial Services, IncJan 2017 to Aug 2019
- Bfc Planning, Inc.Jan 2017 to Aug 2019
- The Huntington Investment CompanyAug 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2899857
- Firm CRD
- 105644