Jenny L. Rivard

AMERICAN WEALTH PROTECTION FINANCIAL

Manchester, NH 03101

Some features on this profile are disabled

CRD#: 6739717

Professional summary

Jenny Lynn Rivard, who also goes by Jenny Milana, Jenny Siekmann, Jenny Siekmann-rivard, is a registered financial advisor currently at AMERICAN WEALTH PROTECTION FINANCIAL, LLC located in Manchester, New Hampshire.

Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jenny has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenny Milana | Jenny Siekmann | Jenny Siekmann-Rivard

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.

AWP LEGAL LLC, Not Investment Related, 1000 Elm Street, Manchester NH 03101, Law Firm, Owner & Attorney, Start Date 09/2009, Up to 100% of time spent on this activity, Providing legal services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenny Lynn Rivard'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®

None

Experience

Current

April 7, 2022 - Present

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Office #1: 1000 Elm Street Suite 800, Manchester, NH 03101

RIA

CRD#: 317233

Manchester, NH

Past

March 27, 2019 - March 30, 2022

MARKOWSKI INVESTMENTS

RIA

CRD#: 141883

Manchester, NH

Past

February 15, 2019 - July 1, 2019

TRUTH OF INVESTING LLC

RIA

CRD#: 284566

Manchester, NH

Past

March 27, 2018 - December 31, 2018

TRUTH OF INVESTING LLC

RIA

CRD#: 284566

CONWAY, NH

Past

December 24, 2016 - December 31, 2017

THE CLOUTIER GROUP'S ESTATE & FINANCIAL STRATEGIES

RIA

CRD#: 150381

MANCHESTER, NH

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

New Hampshire
(4/7/2022)

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: 12/8/2016

Uniform Investment Adviser Law Examination

Current Firm

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

AMERICAN WEALTH PROTECTION FINANCIAL, LLC | AWP FINANCIAL

CRD#: 317233 / SEC#:

New Hampshire

Registered Investment Advisory firm - (12/6/2021 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

1000 Elm Street Suite 800, Manchester, NH 03101

Mailing Address

Phone number

(603) 552-5244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 59,847,225

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

Bradley Meister

KOVACK ADVISORS, INC.

IAR

NAPOLEON, OH

Scott Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

GRAND RAPIDS, MI

Benjamin Stroh

PFS INVESTMENTS INC.

IAR

Skaneateles, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jenny L. Rivard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenny Lynn Rivard's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

MARKOWSKI INVESTMENTS

TRUTH OF INVESTING LLC

TRUTH OF INVESTING LLC

THE CLOUTIER GROUP'S ESTATE & FINANCIAL STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2016

Current Firm

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors