Joanna Nineen Amberger
Investment adviser representative at Continuum Advisory, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
19 years in the industry.
- 3fg Law, LLCJun 2023 to now
- Continuum Advisory, LLCMay 2016 to now
- 3 Financial GroupOct 2007 to now
- Advocacy Wealth Management, LLCApr 2022 to Jul 2023
- Triad AdvisorsMay 2018 to Dec 2018
- Signator Investors, Inc.May 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (HI).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
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
- 5390258
- Firm CRD
- 283155