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Amy Buck
Amy Jo Buck, Amy Jo Robb
CRD#: 6976894
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Investment Adviser
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Previous Broker
PLANPATH FINANCIALCRD#: 330175 708 CHIPPEWA SQUARE #9
MARQUETTE, MI 49855
Registration History
2018201920202021202220232024202520262 FIRMS2022 - 2024 (1 year)IAPLANPATH FINANCIAL (CRD# 330175)2024 - Present (<1 year)BEDWARD JONES (CRD# 250)2018 - 2019 (<1 year)IAERTS WEALTH ADVISORS, LLC (CRD# 289856)2019 - 2022 (3 years)IAEDWARD JONES (CRD# 250)2019 - 2019 (<1 year)
License(s)

State Registrations

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Michigan 6/7/2024

Current Registration(s)
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PLANPATH FINANCIAL (CRD#:330175)
708 CHIPPEWA SQUARE #9, MARQUETTE, MI 49855
Registered with this firm since 6/7/2024

Previous Registration(s)
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08/05/2022 - 02/16/2024 OSAIC INSTITUTIONS, INC. (CRD#:35371) MARQUETTE, MI
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09/15/2022 - 02/16/2024 OSAIC INSTITUTIONS, INC. (CRD#:35371) MARQUETTE, MI
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06/03/2019 - 06/14/2022 ERTS WEALTH ADVISORS, LLC (CRD#:289856) MARQUETTE, MI
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01/17/2019 - 03/26/2019 EDWARD JONES (CRD#:250) ISHPEMING, MI
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09/21/2018 - 03/26/2019 EDWARD JONES (CRD#:250) ISHPEMING, MI
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.