Anne Michelle Ward
AIF®, CFP®Professional Summary
Anne Michelle Ward, AIF®, CFP®, who also goes by Anne Michelle Nicholson, is a registered financial advisor currently at WISDOM WEALTH MANAGEMENT located in Bloomington, Minnesota. Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anne has worked at 9 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Retirement Planning
- Investment Management
Specializations
Biography
As a lifelong learner, Anne believes her high-quality education helps serve clients. Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning, which expands her knowledge to serve her clients better. She has earned the Accredited Investment Fiduciary® (AIF), Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), and Master Planner Advanced Studies®...
Other Aliases
Anne Michelle Nicholson
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
WISDOM WEALTH MANAGEMENT | WISDOM WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3800 American Blvd. West Suite 920, Bloomington, MN 55431Phone Number
(952) 800-4996# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
153AUM (Assets Under Management)
$39,252,324Similar Advisors
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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.
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State Registrations and Notice Filings
(12/6/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anne Michelle Ward's CRS (Customer Relationship Summary).
Services Offered by Anne
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Retirement Planning
- Investment Management
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