RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
3yrs
Based in Milwaukee, Wisconsin, Amy Walters is a fiduciary financial advisor with 3 years of industry experience. Amy has been with Wells Fargo Advisors since 2023. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office111 E Kilbourn Ave Suite 2400 [Mq-Rbo], Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Amy
Local office(414) 347-3000Ask for Amy. (314) 875-3000Main office · St. Louis, MO 111 E Kilbourn Ave Suite 2400 [Mq-Rbo]Milwaukee, WI 53202Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 Amy’s local office at (414) 347-3000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amy Walters.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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