Amanda Charles

Amanda Charles, CSLP®

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Amanda Charles, CSLP®

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Amanda provides comprehensive and tailored financial plans to her clients. She loves working with individuals who are motivated to learn about their finances and are excited about the goals in their life. She prioritizes a trust-based relationship with every client that she works with and believes that this trust is key to a prosperous client-advisor relationship.

After growing up in a home in the Green Bay, WI area where financial education was valued – and where she had easy access to such information from family members in the industry – Amanda studied Economics and Journalism at the University of MN – Twin Cities. After graduating in 2020, she quickly settled into a position with U.S. Bank, and now works alongside a team of other advisors for Moxie Wealth Management in Minneapolis, MN. Here, she strives to make finances as approachable and stress-free as possible for her clients.

Amanda currently lives in St. Paul, MN. In her free time, she enjoys spending time with friends and family, especially in the outdoors. During the summer, you can often find her backpacking, hiking, camping, or spending time at the lake. In the winter, she partakes in cross-country skiing, as well.

Qualifications

  • FINRA Series 7 & Series 66 Registrations
  • MN Health and Life Producer license

Services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Retirement strategies

Team

Kristin Printon, AIF®, WMCP®
Kristin Printon, AIF®, WMCP®

Co-Founder & Vice President of Moxie Wealth Management

Carrie Hancock, ChFC®, CLU®
Carrie Hancock, ChFC®, CLU®

Vice President, Financial Planning Resource Center

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

Contact

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

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    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.