Ann Werts, financial advisor Lakewood CO

Ann Werts

CRD Number: 5057784
Current Firm: Ae Wealth Management, LLC

Ann Werts (CRD# 5057784) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lakewood, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities, LLC San Diego, CA Apr 2021 - Current < 1
Ae Wealth Management, LLC Topeka, KS Apr 2021 - Current < 1
Mdv Enterprises, Inc. Denver, CO Dec 2014 - Current 7
Ltcpro, LLC Denver, CO Aug 2002 - Current 19
Cabot Lodge Securities New York, NY Jun 2013 - Apr 2021 7
Cl Wealth Management, LLC New York, NY May 2009 - Apr 2021 11
My Tsp Vision LLC Denver, CO Dec 2010 - Dec 2019 9
Wealth Design Group Denver, CO Jun 2007 - Dec 2014 7
Allied Beacon Wealth Management Denver, CO Apr 2009 - Jun 2013 4
Titan Securities Denver, CO May 2011 - Oct 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ann L. Werts
Phone Number: 866-363-9595
Registered State(s):
  • CO
  • HI
By the Numbers
  • Total Assets Under Management
    12,637
    MILLIONS
  • Total Number of Accounts
    103,801
    ACCOUNTS
  • Average Account Value
    $121,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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