Amy Weigand
Investment adviser representative at Altman Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$483.4MFirm 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
13 years in the industry.
- Altman AdvisorsFeb 2025 to now
- UnemployedOct 2024 to Jan 2025
- Vci Wealth Management LLCMay 2023 to Sep 2024
- Ae Wealth Management, LLCJan 2023 to Jul 2023
- Fefa Asset ManagementJun 2022 to Dec 2023
- Wells Fargo Clearing ServicesJun 2018 to Jun 2022
- Associate StaffingJun 2018 to Sep 2018
- Hacienda Mexican RestaurantMay 2018 to Jul 2018
- Abercrombie & FitchDec 2016 to May 2018
- Fox & HoundOct 2016 to May 2018
- Lindenwood UniversityAug 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Altman Advisors
Legal name: Altman Advisors, Inc
$483.4MAssets managed
184Clients
6Advisers
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
- 6976570
- Firm CRD
- 281778