Amanda Jean Beeler
Investment adviser representative at Washington Avenue Advisors
12 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$336.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Washington Avenue AdvisorsMar 2016 to now
- The Centennial GroupJul 2015 to now
- Principal Life Insurance CompanyJun 2014 to now
- Princor Financial Services CorporationJun 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, FL, IN, KY, MI, NC, NE, OH, SC).
Washington Avenue Advisors
Legal name: Washington Avenue Advisors, LLC
$336.9MAssets managed
689Clients
8Advisers
6 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
- 6363373
- Firm CRD
- 307002