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Aimee Lynn Speier is a financial advisor professional located in Minnetonka, MN. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Aimee Lynn Speier - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Aimee Lynn Speier operates Cetera Wealth Services, LLC, a financial advisory firm based in Minnetonka, Minnesota. With 13 years in the financial services industry, Speier brings experience in wealth management and financial planning. The firm is registered with FINRA (Financial Industry Regulatory Authority) under CRD number 6014955, which governs broker-dealers and investment advisors operating in the securities market. Cetera Wealth Services serves clients seeking comprehensive financial guidance and portfolio management.
A FINRA CRD registration indicates that Aimee Lynn Speier and Cetera Wealth Services are registered with the Financial Industry Regulatory Authority, the primary regulatory body overseeing broker-dealers and investment advisors in the United States. This registration means the firm operates under FINRA's rules and supervision, including compliance requirements, customer protection standards, and periodic examinations. The CRD (Central Registration Depository) number serves as the firm's unique identifier in the regulatory system, allowing clients to verify registration status and review disciplinary history if any exists. FINRA registration signals that the advisor meets baseline qualifications and operates within a regulated framework designed to protect investors.