Amy Nicole Hochfelsen
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Skye Legacy Planning LLCNov 2016 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Compass Benefit Planning LLC, Aka Bridge Planning LLCJun 2020 to Mar 2025
- Custom Brokerage Solutions, LLCMar 2013 to Jan 2017
- Compass Benefit PlanningDec 2005 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5085198
- Firm CRD
- 105644