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Amy Lynn Rosenow

Amy L. Rosenow

BOLD VISION FINANCIAL
Chicago, IL
Some features on this profile are disabled
CRD#: 2693477
Amy Lynn Rosenow

Professional summary

Amy Lynn Rosenow, CFP®, who also goes by Amy Lynn Kaplan, Amy Kaplan, Amy Rosenow, is a registered financial advisor currently at BOLD VISION FINANCIAL located in Chicago, Illinois.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Amy has worked at 5 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Budgeting
Life Transitions
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Amy Lynn Kaplan | Amy Kaplan | Amy Rosenow

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.
Amy Rosenow is involved with various family and community commitments, some of which involve investment advice. We do not think they present any material conflict of interest, but wish to be as transparent as possible: 1) Manager of RUOK Management, LLC (family investment partnership; uncompensated) 2) President of Kaplan Rosenow Family Foundation (private family foundation; uncompensated) 3) Investment Committee at Temple Sholom of Chicago (uncompensated) 4) CFO, Josephine Collective LLC, angel investing cooperative (uncompensated) In addition, Ms. Rosenow has been providing strategic advisory and outsourced Chief Operating Officer services to growing start-ups and small businesses. While she is no longer accepting new clients, she is completing work with a small number of existing clients. On average, Ms. Rosenow devotes fewer than ten hours per month to the activities listed above.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lynn Rosenow'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®

Certified Financial Planner

Start date: 2020

Experience

Current

October 27, 2021 - Present

BOLD VISION FINANCIAL

RIA
CRD#: 316268
Chicago, IL
Past

October 28, 2003 - October 19, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 18, 2001 - June 27, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 1, 2001 - June 14, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

February 6, 1996 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(10/27/2021)
IAR
Texas
(9/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/25/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/26/1995
General Securities Representative Examination

Current Firm

BV
BOLD VISION FINANCIAL
AUTHENTIC CAPITAL LLC | DBA FEARLESS FINANCIAL PLANNING | DBA BOLD VISION FINANCIAL | BOLD VISION FINANCIAL

CRD#: 316268 / SEC#:

Illinois
Registered Investment Advisory firm - (10/27/2021 Approved)
Texas
Registered Investment Advisory firm - (9/12/2024 Conditional Restricted)
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Contact information

Main Address
Chicago, IL
Mailing Address
1953 N. Clybourn Avenue Suite 248, Chicago, IL 60614
Phone number
(312) 847-1223
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

BOLD VISION FINANCIAL

CRD#: 316268Chicago, IL

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