Anne Sapienza (CRD# 5278627) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 15 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iag Wealth Partners, Llc (formerly:investors Advisory Group Inc) | Waukesha, WI | Mar 2009 - Current | 15 |
| Lpl Financial LLC | Waukesha, WI | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- WI
-
Total Assets Under Management1,334MILLIONS
-
Total Number of Accounts5,365ACCOUNTS
-
Average Account Value$248,570
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, NC, NH, OH, SC, TN, TX, VA, WA, WI
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