Amy Gausz has been an investment adviser representative at Portfolio Design Services since August 2026, and is not listed among the firm’s executive officers or direct owners.
Portfolio Design Services, LLC is a River Falls, WI firm with $150M under management, 256 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · under a yearOrlando, FL · Adviser representative · Firm CRD 131506
Investment adviser representative registrations
Amy Gausz is registered as an investment adviser representative in 2 states. The first approvals date from August 2026; the most recent is Florida, in September 2026.
- FloridaSince 1 September 2026
- TexasSince 25 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Arlene Gausz
- CRD
- 8332175
- Firm
- Portfolio Design Services · CRD 131506
- Office
- Orlando, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Gausz work?
Amy Gausz is an investment adviser representative registered through Portfolio Design Services, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amy Gausz a financial advisor?
Yes. Amy Gausz has a current investment-adviser registration in Florida and Texas, through Portfolio Design Services since August 2026.
How many years of experience does Amy Gausz have?
Amy Gausz has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Amy Gausz passed?
Amy Gausz passed the Series 65 in April 2026.
Where is Amy Gausz based?
Amy Gausz’s registered office is in Orlando, FL.
Is Amy Gausz registered with FINRA?
No. Amy Gausz has no current broker registration.
How can I verify Amy Gausz’s record?
Search CRD 8332175 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Gausz’s full registration record.
