Osaic Wealth
43yrs
Top advisor by experience in Verona
3yrs
Amy Deterding is a fiduciary financial advisor in Verona, Wisconsin, with 3 years in the industry. Amy joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 57 advisors with offices in Verona, and one of 47 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office951 Kimball Lane Suite 104, Verona, WI 53593
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2023 – nowEdward JonesCurrent firm
Questions to ask Amy
Tailored to Amy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amy
How do I contact Amy?
Call Edward Jones at (314) 515-2000 and ask for Amy Deterding. Amy works from the Verona, WI office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Amy hold?
Series 66. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amy paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Amy 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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