Anna Lautenbach, financial advisor Oshkosh WI
96 score

Anna Lautenbach

CRD 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 9 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.

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Professional Designations
Company Name Location Dates Years
Allstate Insurance Co Oshkosh, WI Jun 2015 - Current 1
All Wi Insurance & Financial Services LLC Oshkosh, WI Jun 2015 - Current 1
Red River Properties LLC Greenbay, WI May 2015 - Current 1
Lautenbach Properties LLC Green Bay, WI Oct 2014 - Current 2
A Lautenbach Cfp Ea Llc-dba-liberty Tax Service Oshkosh, WI Sep 2012 - Current 4
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
Pioneer Credit Union Green Bay, WI Sep 2002 - Jun 2007 4
University Of Wisconsin Green Bay Green Bay, WI Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Anna L. Lautenbach
Phone Number: 847-402-5296
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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