Ann Minnium (CRD# 1526631) is an Investment Advisor Representative working at Concierge Financial Planning, LLC in Margate City, NJ and has over 32 years of experience in the finance industry. Ann Minnium 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.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concierge Financial Planning, LLC | Margate City, NJ | Jul 2009 - Current | 14 |
| Athena Investment Club | Scotch Plains, NJ | Jun 2009 - Mar 2020 | 10 |
| Wardlaw-hartridge School | Edison, NJ | Sep 2000 - Jun 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- NJ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
NJ
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