Annie Paul (CRD# 7296109) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverbridge Partners, LLC | Minneapolis, MN | Oct 2019 - Current | 4 |
| Unitedhealth Group | Minnetonka, MN | May 2017 - Oct 2019 | 2 |
| Tripletree LLC | Edina, MN | Jun 2015 - May 2017 | 1 |
| Morgridge Center For Public Service | Madison, WI | Aug 2012 - May 2015 | 2 |
| University Of Wisconsin-madison | Madison, WI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- MN
-
Total Assets Under Management7,429MILLIONS
-
Total Number of Accounts4,771ACCOUNTS
-
Average Account Value$1,557,177
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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