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Amy Lawler Ogden

Amy L. Ogden

AMERICANA PARTNERS
Midland, TX 79705
Some features on this profile are disabled
CRD#: 6583485
Amy Lawler Ogden

Professional summary

Amy Lawler Ogden, CFP®, who also goes by Amy Michelle Lawler, Amy Lawler, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Midland, Texas and SAXONY SECURITIES, INC. located in Midland, Texas.

Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Amy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Michelle Lawler | Amy Lawler

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. Saxony Securities, Inc.; Registered Representative; Broker Dealer ; Investment Related; St. Louis, MO; Started 04/2025; 10 hours per month 1 during business hours 2. Americana Partners, LLC; Investment Advisor Representative; Registered Investment Advisor, Investment Related; 6 Desta Drive Suite 5950, Midland, TX 79705; Started 02/2023; 200 hrs/mo during business hours 3.Insurance Agent; Various Fixed Products; Not Investment Related; 6 Desta Drive Suite 5950, Midland, TX 79705; Started 05/2016; 4 hours during business hours 4.TriState Capital Bank Advisory Board; Member; 6 Desta Drive Suite 5950, Midland, TX 79705; 05/2024; 0.5 hours during business hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lawler Ogden's CRS (Customer Relationship Summary).
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: 2018

Experience

Current

February 24, 2023 - Present

AMERICANA PARTNERS, LLC

Office #1: 6 Desta Drive Suite 2551, Midland, TX 79705
RIA
CRD#: 301354
Midland, TX
Current

April 16, 2025 - Present

SAXONY SECURITIES, INC.

Office #1: 6 Desta Drive Suite 5950, Midland, TX 79705
BD
CRD#: 115547
Midland, TX
Past

February 27, 2023 - November 18, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Midland, TX
Past

February 25, 2016 - February 28, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Midland, TX
Past

January 26, 2016 - February 28, 2023

MORGAN STANLEY

BD
CRD#: 149777
Midland, TX

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".
AP
AMERICANA PARTNERS, LLC
AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA
Registered Investment Advisory firm - (4/17/2019 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

IAR
Texas
(2/24/2023)
RR
Texas
(4/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/25/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AP
AMERICANA PARTNERS, LLC
AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA
Registered Investment Advisory firm - (4/17/2019 Approved)
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Contact information

Main Address
811 Louisiana Street Suite 2420, Houston, TX 77002
Mailing Address
Phone number
(713) 429-5552
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts5,931
AUM (Assets Under Management)$ 6,082,612,320

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

AMERICANA PARTNERS, LLC

CRD#: 301354Midland, TX 79705

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