Amy Burg, ChFC, CLU

Amy Burg, ChFC, CLU

Managing Partner

I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.

I have the resources, certifications, and knowledge to help you develop and implement a sound financial strategy.  Continually striving to stay on top of today's complex financial issues, I have obtained the following licenses and designations:

Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
FINRA Series 7
FINRA Series 63 & 65
Life/Health Insurance

My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives.  I can offer a broad range of financial products and services.

I reside in Lake Elmo, MN with my husband and 2 children.  In my spare time, I enjoy spending time at the cabin, skiing, and running.

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Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 651-389-4130
Fax 651-389-4131