Broker Check

Awards & Media

9 years of recognition

9 years of recognition

Amy has been recognized 9 years by Mpls. St. Paul Magazine and Twin Cities Business as a Five Star Wealth Manager. 

This distinction is awarded to wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.* 

Amy recognized in Financial Publications

Amy recognized in Financial Publications

As a 2024 Five Star Wealth Manager award winner.

In the News

 

Presentations & Trainings 

  • Financial Fluency for Family Lawyers, Family Law Institute, St. Paul, March 25, 2024
  • Knowing Your Niche, Cetera Advisor Networks Practice Management Mondays (virtual event), June, 2023 
  • Top Tips for Establishing the Marital Standard of Living for Spousal Maintenance, Family Law Institute, St. Paul, March 20, 2023
  • Speaker, 5 Common Compensation Models for Businesses, Minnesota Continuing Legal Education Virtual Event, 2022
  • Always on Acquisitions, Cetera Connect 21 Virtual Conference, 2021
  • Niche Marketing, Cetera Advisor Networks Connect2Peers Conference, Chicago, IL, 2021
  • Neutral Financial Professionals, St. Thomas Law School, Minneapolis, MN, 2020-present
  • THRIVE After Divorce, Daisy Camp, Minneapolis, MN, 2019 - present
  • Purple Cow Your Practice, Cetera Advisor Networks Connect Conference, San Antonio, TX, 2018
  • The Key to Strategic Planning & Marketing Execution, AdvisorNet Financial Annual Retreat, 2018
  • How to Up Your Divorce Financial Game Plan, FPA Symposium, Minneapolis, MN, October 16, 2017
  • How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension, Bloomington, MN, 2017-present
  • Mix Assets and Debts and What do you Get? Quick Tips to Organizing and Understanding the Balance Sheet, Family Law Institute, Minneapolis, MN, 2017
  • Saver, Spender, Flasher, Stasher – What is your clients’ money psychology and how does it affect their decision making?, CLI Annual Forum, Minneapolis, MN, 2016
  • Up Your Financial Game Plan, Full Day Training Camp, Minneapolis, MN, 2016-present
  • How to Grow Your Practice by Focusing on a Niche Market, Cetera Advisor Networks Connect Conference, San Diego, CA, 2016
  • Upping Your Financial Game - Helping Your Clients Through their Divorce, FPA of Minnesota Monthly Chapter meeting, Minneapolis, MN, 2016
  • An All Star Team: Top Qualities of Administrative Professional, AdvisorNet Financial Administrative Professionals Conference, Minneapolis, MN, 2016
  • Building a Thriving Practice for the Future, AdvisorNet Financial Annual Education Retreat, Minneapolis, MN, 2015
  • Shark Tank: The More Collaborative Dolphin Addition, CLI Annual Forum, Minneapolis, MN, 2015
  • No Silver Bullet – Customized Solutions for Complex Financial Issues, Collaborative Law Institute of MN Annual Meeting, Minneapolis, MN, 2014
  • Feng Shui Your Finances, Daisy Camp, Minneapolis, MN, 2014-2018
  • Equities are a Girl’s Best Friend, Daisy Camp, Minneapolis, MN, 2014-2018
  • Tidy Up Your Loose Ends, Daisy Camp, Minneapolis, MN, 2014-2018
  • Dollars & Sense, Daisy Camp, Minneapolis, MN, 2007-present
  • Looking Forward Financially, Ruth Hayden, Minneapolis, MN, 2014
  • Family Law Series: Collaborative Practice Fundamentals, MN CLE, Minneapolis MN, 2012
  • Collaborative Practice: A Family Friendly Approach to Divorce, Hennepin County Bar Association, Minneapolis, MN, 2012
  • Interdisciplinary Collaborative Practice, Lethbridge, Canada, 2011
  • Interdisciplinary Collaborative Practice, Rome, Italy, 2010
  • Australian Collaborative Conference, Sydney, Australia, 2009
  • Interdisciplinary Collaborative Training, Washington, DC, 2009
  • European Collaborative Conference, Cork, Ireland, 2008
  • IACP Annual Forum, New Orleans, LA, 2008

 

Social Media

Amy lends her knowledge to the Collaborative Law Institute (CLI) of Minnesota with blogs on a variety of topics, including finances and divorce.


Learn More >>


AJW Financial is on Facebook!

You can find AJW Financial on Facebook!  On our page you will find the personal stories of our firm, our team and our families – so you may get to know the people and values that shape AJW.  There are employee spotlights, photos and quotes that inspire us, as well as upcoming events, financial and lifestyle tips.  We invite you to follow us at Facebook.com/AJWFinancial to see what we are up to.


*This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/23, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.