Anna LautenbachCRD Number: 5323484
Current Firm: Allstate Financial Advisors, LLC
Anna Lautenbach (CRD# 5323484) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Oshkosh, WI and has over 11 years of experience in the finance industry. Anna Lautenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Endowment Wealth Management, Inc.
Kerntke Otto Mcglone Wealth Management Group
Endowment Wealth Management, Inc.
|Al Oshkosh Ventures LLC||Green Bya, WI||Sep 2017 - Current||< 1|
|Area Developer Liberty Tax||Green Bay, WI||Jun 2017 - Current||1|
|Allstate Insurance Co||Oshkosh, WI||Jun 2015 - Current||3|
|All Wi Insurance & Financial Services LLC||Oshkosh, WI||Jun 2015 - Current||3|
|Red River Properties LLC||Greenbay, WI||May 2015 - Current||3|
|Lautenbach Properties LLC||Green Bay, WI||Oct 2014 - Current||3|
|A Lautenbach Cfp Ea Llc-dba-liberty Tax Service||Oshkosh, WI||Sep 2012 - Current||5|
|Packerland Brokerage Services||Green Bay, WI||Jun 2014 - Mar 2015||< 1|
|Thrivent Investment Management Inc.||Wylie, TX||Aug 2011 - Feb 2013||1|
|Unemployed||Minneapolis, MN||Jun 2011 - Aug 2011||< 1|
|The Mergis Group||Minneapolis, MN||Feb 2011 - May 2011||< 1|
|Morningstar||Minneapolis, MN||May 2010 - Apr 2011||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2007 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, TN, TX, UT, VA, WA, WI, WV, WY
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