Anne Loppnow, financial advisor Brookfield WI
88 score

Anne Loppnow

CRD Number: 6401839
Current Firm: Francis Investment Counsel LLC

Anne Loppnow (CRD# 6401839) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Francis Investment Counsel LLC Brookfield, WI Sep 2013 - Current 3
Liberty Mutual Insurance Waukesha, WI Jun 2013 - Sep 2013 < 1
School Oconomowoc, WI Jan 2004 - May 2013 9
Liberty Mutual Insurance Waukesha, WI Jun 2012 - Aug 2012 < 1
Celebrity Staffing For Cardiac Science Corporation Deerfield, WI Jun 2010 - Jan 2012 1
Fredrick's Hallmark Oconomowoc, WI May 2007 - Dec 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Anne O. Loppnow
Phone Number: 262-781-8950
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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