Ann L. Minnium
CONCIERGE FINANCIAL PLANNING
Margate City, NJ
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CRD#: 1526631
Professional summary
Ann L Minnium, CFP®, who also goes by Ann E Levy, Ann E Levyminnium, Ann Levy Minnium, is a registered financial advisor currently at CONCIERGE FINANCIAL PLANNING, LLC located in Margate City, New Jersey.
Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Ann has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Ann Minnium, CFP® RICP® is the founder and Principal of Concierge Financial Planning, LLC. She provides as needed financial and retirement planning advice and comprehensive financial plans to people from all walks of life. As an outreach to the community, Ann also offers complimentary financial planning seminars on a variety of topics.
The foundation of Ann’s Financial Planning expertise is built from two powerful and distinct experiences, the combination of which provides a uniquely strong base to help people make smart personal financial decisions.
Ann started the first chapter of her professional career swimming with the sharks on Wall Street, working first at JP Morgan where she built on her Williams College education via the intense Morgan Finance Program training. She later moved to Bankers Trust Company and was involved in the birth of the Financial Derivatives market. She ended this phase of her professional career at what is today Deutsche Bank Hong Kong adding an international dimension to her experience base.
In the second chapter of Ann’s professional history, coincident with the early years of her three children, Ann worked to apply her skills to the non-profit world on a pro bono basis. In many ways, this challenge matched that of Wall Street as the funds are more limited and the consequent need to efficiently save and deploy them is intense.
In founding Concierge Financial Planning, Ann is marrying skills learned in the first two chapters of her professional life: Wall Street sophistication with a Main
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Ann E Levy | Ann E Levyminnium | Ann Levy Minnium
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ann L Minnium's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
October 5, 2009 - Present
CONCIERGE FINANCIAL PLANNING, LLC
RIA
CRD#: 151258
Margate City, NJ
Past
January 24, 1990 - May 3, 1994
DB ALEX. BROWN LLC
BD
CRD#: 17790
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(10/5/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CONCIERGE FINANCIAL PLANNING, LLC
CONCIERGE FINANCIAL PLANNING, LLC
CRD#: 151258 / SEC#:
New Jersey
Registered Investment Advisory firm - (10/5/2009 Approved)New York
Registered Investment Advisory firm - (11/9/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Margate City, NJ
Mailing Address
Phone number
(908) 543-4036
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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