A-team Advisors

A-team Advisors (CRD# 310941) is a financial advisory firm headquartered in , . They manage $43,874,588 in 278 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/ateamadvisors
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $157,822
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at A-team Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Annie Werner, financial advisor Medford WI
Annie M. Werner
CRD#: 4903075
Medford, WI

Annie Werner (CRD# 4903075) is an Investment Advisor Representative working at A-team Advisors in Medford, WI and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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