CONSORTIUM MEMBER SINCE 2016

Amy Wollenberg

LPL Financial Advisor

Integrated Financial Group
12400 Olive Blvd. Ste. 408
Saint Louis, MO 63141

Phone  |  314-485-8885
Fax  |  314-469-3445
E-mail  |  amy@ifgstl.com



Member Profile

Client Vision

Amy Wollenberg established a foundation in the financial services industry with over twelve years in retirement services management and advisor project consultation. As her knowledge base grew, so did her desire to understand the individualized financial needs and goals of others.

Amy’s financial consulting practice is based on inquiry, clarity and candor. Through the use of meaningful questions, Amy delivers clear answers to complicated topics in an honest and candid manor. The results allow for collaboration to meet the financial planning needs of clients.


Areas of Expertise

  • College and Retirement Planning
  • Financial Goals Analysis
  • Wealth Preservation
  • Asset Protection

 


Education/Certification

  • LPL Financial Advisor
  • Bachelor of Science in Economics, Illinois State University
  • Master’s in Business Administration, E-Business Concentration, University of Phoenix

 

Outside The Office

Amy and her husband, Scott, proudly returned to her hometown of Saint Louis in 2012, following twelve wonderful years in Houston, Texas. While keeping up with their daughters’ fun activities fills most free time, family vacations are a must as they love introducing their girls to the world through travel. Few things are better than a long road trip complete with good music, great food, unplanned adventures and visiting family and friends.  





Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.






TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.