Amy J. Wolff
ADVISORNET WEALTH PARTNERS
Edina, MN 55435
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CRD#: 2355828
Professional summary
Amy Jensen Wolff, CFP®, who also goes by Amy Renee Jensen, Amy Renee Jensen-wolff, Amy Renee Jensenwolff, Amy Renee Wolff, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Edina, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Lakeville, Minnesota.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Amy has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Renee Jensen | Amy Renee Jensen-Wolff | Amy Renee Jensenwolff | Amy Renee Wolff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. AJW FINANCIAL INC, DBA AJW FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND DIVORCE FINANCIAL PLANNING, STARTED 12/2016, PARTNER, APX 40 HOUR PER WEEK, 32.5 DURING TRADING HOUR, FINANCIAL PLANNING AND DIVORCE FINANACIAL PLANNING 3. DAISY CAMP, BOARD MEMBER, NON PROFIT THAT PROVIDES DIVORCE RESOURCES AND EDUCATION TO THE PUBLIC, FOCUSED ON WOMEN, 2 HOURS PER WEEK, NON INVESTMENT RELATED; 4. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 5. NAME OF OTHER BUSINESS: REAL ESTATE HOME RENTAL, INVESTMENT RELATED: NO, NATURE OF BUSINESS: RENTAL REAL ESTATE, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 12-1-2011, APPROX NUMBER OF HOURS PER MONTH: 1, BRIEF DESCRIPTION OF DUTIES: DUTIES ASSOCIATED WITH PROPERTY OWNERSHIP; 6. NAME OF OTHER BUSINESS: AJW FINANCIAL, INC. DBA DIVORCE FINANCIALLY ; INVESTMENT RELATED: NO ; ADDRESS: 3300 EDINBOROUGH WAY SUITE 550 EDINA, MN 55435 ; NATURE OF BUSINESS: DIVORCE FINANCIAL PLANNING ; START DATE: 9/2021 ; POSITION/TITLE/RELATIONSHIP:DIVORCE PLANNER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC ; 7. NAME OF OTHER BUSINESS: WOLFF CREEK AJW, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: FARMING, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENT LAND TO LOCAL FARMER FOR FARMING; 8. NAME OF OTHER BUSINESS: XBREZZO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTOMATED TOOLS/SOFTWARE FOR DIVORCE PROFESSIONALS; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE INSIGHT ON DIVORCE PROCESS TO THE FINTECH PARTNERS FOR CREATION OF TOOLS & SOFTWARE. WORK JOINTLY ON STRATEGIC PLAN AS WELL AS MARKETING PLAN FOR THE COMPANY; 9. NAME OF OTHER BUSINESS: COLLABORATIVE ALLIANCE INC DBA THE COLAB SUITES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTIVE SUITE AND CO WORKER SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF EXECUTIVE SUITES; 10. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Amy Jensen Wolff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
January 29, 2014 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 7650 Edinborough Way, Suite 100, Edina, MN 55435RIA
CRD#: 113074
Edina, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 7650 Edinborough Way Suite 100, Edina, MN 55435RIA
CRD#: 105644
Lakeville, MN
Current
September 24, 1998 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7650 Edinborough Wy Ste 100, Edina, MN 55435BD
CRD#: 13572
EDINA, MN
Past
January 8, 2014 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Edina, MN
Past
March 3, 1998 - September 25, 1998
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
June 16, 1993 - September 28, 1998
AEGIS INVESTMENTS, INC.
BD
CRD#: 16033
ST LOUIS PARK, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/17/2024)
RR
Arizona(1/2/2008)
RR
California(1/4/2019)
RR
Colorado(7/8/2004)
RR
Florida(8/23/2017)
RR
Illinois(3/21/2019)
RR
Indiana(10/24/2023)
RR
Massachusetts(10/1/2019)
RR
Minnesota(9/24/1998)
IAR
Minnesota(1/29/2014)
RR
Missouri(6/13/2014)
RR
New Jersey(4/1/2024)
RR
New York(9/28/2022)
RR
North Carolina(3/21/2019)
RR
North Dakota(1/2/2003)
RR
Ohio(1/2/2014)
RR
Pennsylvania(9/14/2015)
RR
Rhode Island(4/22/2014)
RR
South Dakota(6/19/2018)
RR
Tennessee(2/21/2023)
RR
Texas(8/23/2017)
IAR
Texas(6/29/2023)
RR
Virginia(7/25/2024)
RR
Washington(6/22/2012)
RR
Wisconsin(5/1/2002)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
