Amanda
Beeler

Washington Avenue Advisors

CRD#6363373
Investment Advisor
in Lansing, MI

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About this Advisor

Amanda Beeler is a financial advisor who works in Lansing, Michigan who has 3 years of relevant experience. Beeler works at Washington Avenue Advisors. Throughout their career, Beeler has worked at Principal Life Insurance Company, Princor Financial Services Corporation, Reno'S East, Mita, Angel House, The Centennial Group and Washington Avenue Advisors. Beeler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Idaho, Indiana, Kansas, Kentucky, Michigan, Nebraska, North Carolina and Ohio. Washington Avenue Advisors is an advisory company that has its headquarters in Lansing, MI. It has a total of six financial advisors. It controls $192 million in assets under management among its 1,141 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 1,141 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually are based on the type of services provided. Fee types charged by Washington Avenue Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1146 South Washington Avenue
Lansing, MI 48910

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Washington Avenue Advisors Brokerage Details

Total Assets Under Management

$191,551,217

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

1,141

MI Average: 1,586
Average Account Size

$167,880

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Amanda Beeler Work History

Amanda has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Washington Avenue Advisors

2015 - Present (9 years)

The Centennial Group

2014 - Present (10 years)

Principal Life Insurance Company

2014 - Present (10 years)

Princor Financial Services Corporation

2014 - 2014 (< 1 year)

Mita

2013 - 2013 (< 1 year)

Angel House

2011 - 2014 (3 years)

Reno'S East

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Beeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Washington Avenue Advisors

Nicholas Pope
Lansing, MI
Reuben Levinsohn
Lansing, MI
Brian Klemczak
Lansing, MI
Amanda Beeler
Lansing, MI
James Hidlay
Lansing, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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