Douglas Victor Amis
Investment adviser representative at Cardinal Retirement Planning, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$127.4MFirm 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
14 years in the industry.
- William B. Clark, Cfp CpaMar 2022 to now
- Damis, Inc.May 2021 to now
- Gradient Investments, LLCJul 2013 to now
- Cardinal Retirement Planning, Inc.Jan 2013 to now
- Insurance Advisor Associates, Inc.Sep 2017 to May 2021
- H.E. Scheil & Associates, Inc.Nov 2012 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cardinal Retirement Planning, Inc.
$127.4MAssets managed
107Clients
3Advisers
1 yearIn 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
- 6022170
- Firm CRD
- 166545