Annie Werner, financial advisor Medford WI

Annie Werner

CRD Number: 4903075
Current Firm: A-team Advisors

Annie Werner (CRD# 4903075) is an Investment Advisor Representative working at A-team Advisors in Medford, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
A-team Advisors Medford, WI Jun 2019 - Current 4
Independent Insurance Agent Medford, WI Oct 2014 - Current 9
A&o Advisors Chicago, IL Nov 2018 - Dec 2020 2
Fort Point Capital Partners LLC San Francisco, CA Nov 2017 - Dec 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Jun 2004 - Nov 2017 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Annie M. Werner
Phone Number: 847-452-0297
Registered State(s):
  • IL
  • TX
  • WI
Current Firm Details
A-team Advisors
Firm's CRD Number: 310941
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $157,822
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IL, TX, WI

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