Amy R. White
Professional summary
Amy Renae White, CFP®, who also goes by Amy Renae Marshall, Amy Renae Saucedo, is a registered financial advisor currently at PRAIRIE RIDGE ASSET MANAGEMENT, LLC located in Overland Park, Kansas.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Amy has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Renae White's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
September 21, 2017 - Present
PRAIRIE RIDGE ASSET MANAGEMENT, LLC
Office #1: 8655 College Blvd., Overland Park, KS 66210January 20, 2006 - October 13, 2017
STEFFES FINANCIAL, LTD
March 28, 2005 - May 11, 2006
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 14, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
April 14, 2004 - October 11, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 22, 2003 - March 31, 2004
QA3 FINANCIAL CORP.
January 2, 2002 - August 8, 2003
CLAYTON WEALTH PARTNERS
February 12, 2001 - July 9, 2003
OSAIC WEALTH, INC.
February 25, 1998 - January 11, 2001
IDS LIFE INSURANCE COMPANY
February 25, 1998 - January 11, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/21/2017)
(11/20/2017)
(11/1/2017)
Exams
Current Firm
PRAIRIE RIDGE ASSET MANAGEMENT, LLC
CRD#: 289006 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 182 |
| AUM (Assets Under Management) | $ 57,057,019 |
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.
