Amy Marie Kane
Investment adviser representative at Trilogy Capital, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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
Experience
13 years in the industry.
- Trilogy Capital, Inc.Feb 2026 to now
- Trilogy FinancialSep 2025 to now
- Ashton Thomas Securities, LLCDec 2024 to Sep 2025
- Ashton Thomas Private WealthDec 2022 to Sep 2025
- BairdMar 2022 to Dec 2022
- Wells Fargo Clearing ServicesOct 2021 to Feb 2022
- Wells Fargo BankAug 2019 to Feb 2022
- US BankJun 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Trilogy Capital, Inc.
$3.2BAssets managed
8,388Clients
72Advisers
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
- 4695653
- Firm CRD
- 281597