Amy Lynn Hale
ChairStoker Ostler Wealth Advisors, Inc.CRD 3236026
About Amy Lynn Hale
Amy Lynn Hale is listed as Chair at Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Amy Lynn Hale is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Stoker Ostler Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Amy Lynn Hale work?
Amy Lynn Hale is listed as Chair at Stoker Ostler Wealth Advisors, Inc. on SEC Form ADV.
How much of Stoker Ostler Wealth Advisors, Inc. does Amy Lynn Hale own?
Form ADV reports a beneficial ownership band of Under 5%.
Stoker Ostler Wealth Advisors, Inc.
| Title | Chair |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
BMO Family Office, LLC
| Title | Chair, Board Of Directors |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |