Amy Phippen
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMay 2023 to now
- Northwestern Counseling & Support ServicesMar 2021 to May 2023
- Grand Isle Supervisory UnionNov 2020 to Mar 2021
- Summit County District Attorney OfficeApr 2019 to Nov 2020
- Vail ResortsJan 2018 to Apr 2019
- Epoch Investment PartnersMar 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VT).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6062319
- Firm CRD
- 11025