Amy P. Wimmer

Some features on this profile are disabled

CRD#: 5507502

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amy P Wimmer, who also goes by Amy Henderson, Amy Peterson, Amy Peterson Wimmer, Amy Wimmer, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2008. Amy had worked at 5 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Amy Henderson | Amy Peterson | Amy Peterson Wimmer | Amy Wimmer

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.

*441915 - The Church of the Sacred Circle; Investment related - No; West Valley City, Utah; Religious; Officer (non-board member);Feb 2021; During business hours: 0; After business hours: 5; providing religious instruction and performing ceremonies *441921 - Pampered Chef Independent Consultant; Investment related - Yes; South Jordan, Utah; Retail/Online Stores; Independent Consultant (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours: 20; Sales/Marketing *503007 : Destinations for the Adventurer ; Investment related : No ; Spring, Texas ; Consulting ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 20 ; Customer Service,Sales/Marketing * GOODELL WEALTH MANAGEMENT LLC, DBA ENDEAVOR PRIVATE WEALTH ; INV. RELATED; BOULDER, CO; 100% OWNERSHIP; MS. WIMMER IS A 1099 EMPLOYEE OF EPW; START DATE 09/2025; 200 HOURS PER MONTH; 130 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 11, 2025 - October 14, 2025

ENDEAVOR PRIVATE WEALTH, INC.

RIA

CRD#: 313053

Spring, TX

Past

June 11, 2021 - March 2, 2023

MORGAN STANLEY

RIA

CRD#: 149777

SOUTH JORDAN, UT

Past

June 11, 2021 - March 2, 2023

MORGAN STANLEY

CRD#: 149777

SOUTH JORDAN, UT

Past

February 21, 2017 - June 14, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SALT LAKE CITY, UT

Past

February 15, 2017 - June 14, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SALT LAKE CITY, UT

Past

January 3, 2011 - July 14, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SALT LAKE CITY, UT

Past

January 3, 2011 - July 14, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SALT LAKE CITY, UT

Past

November 23, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SALT LAKE CITY, UT

Past

November 18, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SALT LAKE CITY, UT

Past

July 16, 2008 - December 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIDVALE, UT

Past

May 22, 2008 - December 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MIDVALE, UT

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".

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/5/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/16/2011

General Securities Sales Supervisor - Options Module Examination

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603

Mailing Address

Phone number

(785) 329-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (9/8/2025)

ENDEAVOR PRIVATE WEALTH WRAP BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,679
AUM (Assets Under Management)	$ 352,817,232

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Amy P. Wimmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ENDEAVOR PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2025

Series 63

Date: 4/19/2011

Series 66

Date: 7/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2008

Series 10

Date: 11/5/2013

Series 9

Date: 12/16/2011

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR PRIVATE WEALTH, INC.

TRUST BUT VERIFY

Similar Advisors