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Advisors / Wisconsin / Madison
14yrs

Amanda Handeland

Financial advisor at Merrill

Amanda Handeland is a fiduciary financial advisor in Madison, Wisconsin, with 14 years in the industry. Amanda joined Merrill in 2012, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 702 advisors with offices in Madison, and one of 632 fiduciaries.

Madison, WI 53703Fiduciary advisor
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At a glance

Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors at Merrill
Office2 E Mifflin St, Madison, WI 53703
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2012 – now
    MerrillCurrent firm

Questions to ask Amanda

Tailored to Amanda’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Amanda

How do I contact Amanda?

Call Merrill at (800) 637-7455 and ask for Amanda Handeland. Amanda works from the Madison, WI office.

How long has Amanda been a financial advisor?

Amanda has been in the industry since 2012, about 14 years. More experience than 52% of advisors at Merrill.

What licenses does Amanda hold?

Series 66. Tap any license on this page to see what it allows.

Is Amanda a fiduciary?

Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Amanda paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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