Amy Sitter

from Copper Harbor Investment Advisors, LLC
SEC regulated
Regulated Investment Advisor
Amy Sitter is a financial advisor based in Wisconsin, Appleton, with 11 years of experience. Amy currently works for Copper Harbor Investment Advisors, LLC. Amy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Amy Sitter works at Copper Harbor Investment Advisors, LLC
Copper Harbor Investment Advisors, LLC is a financial advisory firm based in Appleton, Wisconsin. It currently has approximately $485,000,000 of assets under management and employs about 5 people. Copper Harbor Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
250 North Metro Drive, Suite A, Appleton, Wisconsin, 54913

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