James Breen

from Amp Wealth Management
SEC regulated
Regulated Investment Advisor
James Breen is a financial advisor based in Wisconsin, Whitefish Bay, with 18 years of experience. James currently works for Amp Wealth Management. James maintains a S65 license (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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James Breen works at Amp Wealth Management
Amp Wealth Management is a financial advisory firm based in Whitefish Bay, Wisconsin. It currently has approximately $224,752,512 of assets under management and employs about 4 people. Amp Wealth Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
and a percentage of assets under your management
Office location
421 E. Silver Spring Drive, Suite 3, Whitefish Bay, Wisconsin, 53217

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