1. Wealthminder
  2. Villanova, PA
Ann Kaufhold, financial advisor Villanova PA

Ann Kaufhold

CRD Number: 2152179
Current Firm: M&t Securities, Inc.

Ann Kaufhold (CRD# 2152179) is an Investment Advisor Representative working at M&t Securities, Inc. in Villanova, PA and has over 8 years of experience in the finance industry.

Similar Advisors
Peter Gaertner, financial advisor Villanova PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Inas Abas, financial advisor Villanova PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Villanova PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Jan 2020 - Current 1
Santander Bank, Na Boston, MA Jan 2020 - Current 1
Unemployed Gulph Mills, PA Aug 2019 - Jan 2020 < 1
M & T Bank Paoli, PA Aug 2016 - Aug 2019 3
M&t Securities, Inc. Paoli, PA Aug 2016 - Aug 2019 3
Unemployed Gulph Mills, PA Dec 2014 - Jul 2016 1
Bluerock Capital Markets LLC Newport Beach, CA Apr 2014 - Dec 2014 < 1
Lincln Financial Dist Radnor, PA Jul 2012 - Mar 2014 1
Ymca Of Greater Philadelphia Ardmore, PA Jul 2001 - May 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Ann M. Kaufhold
Phone Number: 716-651-4893
Firm Website: https://www.mtb.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Ann Kaufhold and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.