Ann WertsCRD 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.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|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|
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
Total Assets Under Management12,637MILLIONS
Total Number of Accounts103,801ACCOUNTS
Average Account Value$121,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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