AeroLeads people directory · profile
Amy Kaase Email & Phone Number
Lead Wealth Advisor
at
DBHW Wealth Partners
1 phone found
area 979
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Lead Wealth Advisor
Location
Bellville, Texas, United States
Who is Amy Kaase? Overview
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Quick answer
Amy Kaase is listed as Lead Wealth Advisor at DBHW Wealth Partners, based in Bellville, Texas, United States. AeroLeads shows phone signal with area code 979 and a matched LinkedIn profile for Amy Kaase.
Amy Kaase previously worked as Financial Advisor at Dbhw Wealth Partners and Client Service Manager at Wehring Wealth Management.
Company email context
Email format at DBHW Wealth Partners
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DBHW Wealth Partners
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Profile bio
About Amy Kaase
I’m a financial advisor at DBHW Wealth Partners. I’ve been a member of the team since 2009 and handled all the firm's investment operations, opening new accounts, routing investment paperwork, and addressing clients' needs on a daily basis before transitioning from operations into an advisor role.Additionally, I work closely with our team of professionals and individual clients to develop their financial plans. I enjoy managing the many aspects of the firm and helping clients understand the process and advantages of a tax-smart financial strategy.I hold securities licenses 7, 63, and 66 through my affiliation with broker dealer Avantax Wealth Management, as well as life, accident, and health insurance licenses. I’m a lifelong resident of Bellville, and enjoy cooking, reading, and spending time with my family.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.
Listed skills include Financial Services, Customer Service, Team Building, Public Speaking, and 2 others.
Current workplace
Amy Kaase's current company
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Dbhw Wealth Partners
Website
AeroLeads page
4 roles
Amy Kaase work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Client Service Manager
Wehring Wealth Management
Jan 2009 - Apr 2023
Director Of Client Operations
Wehring Wealth Management
Jan 2009 - Apr 2023
FAQ
Frequently asked questions about Amy Kaase
Quick answers generated from the profile data available on this page.
What company does Amy Kaase work for?
Amy Kaase works for DBHW Wealth Partners.
What is Amy Kaase's role at DBHW Wealth Partners?
Amy Kaase is listed as Lead Wealth Advisor at DBHW Wealth Partners.
What is Amy Kaase's phone number?
AeroLeads has found 1 phone signal(s) with area code 979 for Amy Kaase at DBHW Wealth Partners.
Where is Amy Kaase based?
Amy Kaase is based in Bellville, Texas, United States while working with DBHW Wealth Partners.
What companies has Amy Kaase worked for?
Amy Kaase has worked for Dbhw Wealth Partners and Wehring Wealth Management.
How can I contact Amy Kaase?
You can use AeroLeads to view verified contact signals for Amy Kaase at DBHW Wealth Partners, including work email, phone, and LinkedIn data when available.
What skills is Amy Kaase known for?
Amy Kaase is listed with skills including Financial Services, Customer Service, Team Building, Public Speaking, Wealth Management, and Microsoft Office.
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