Anne M. Ward

WISDOM WEALTH MANAGEMENT

BLOOMINGTON, MN 55431

Some features on this profile are disabled

CRD#: 4172067

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.

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® (MPAS) designations.

Question & Answer

What are your service offerings?

Estate Planning

Life Transitions

Socially Responsible Investing

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Divorce Planning

Do you have an area of expertise or specialization?

Divorce Planning

High Net Worth Client Needs

Retirement Planning & Distribu...

Socially Responsible Investmen...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

Anne Michelle Nicholson

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.

Name of other business: Dynamic Wealth Advisors dba Wisdom Wealth Management LLC Investment-related: Yes Address: 2415 E. Camelback Road, Suite 700, Phoenix, AZ 85016 Nature of business: Investment Advisor Position/Title/Duties: Investment Advisor Representative Start date: 04/2023 Number of hours/month: 160 hours Number of hours during trading hours: 160

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Michelle Ward'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

December 6, 2024 - Present

WISDOM WEALTH MANAGEMENT

Office #1: 3800 American Blvd. West Suite 920, Bloomington, MN 55431

RIA

CRD#: 332421

BLOOMINGTON, MN

Past

April 3, 2023 - January 17, 2025

DYNAMIC

RIA

CRD#: 151367

Bloomington, MN

Past

April 21, 2020 - March 29, 2023

LAUREL WEALTH PLANNING

RIA

CRD#: 122035

EDINA, MN

Past

January 13, 2014 - April 13, 2020

ALLODIUM INVESTMENT CONSULTANTS, LLC

RIA

CRD#: 135812

MINNEAPOLIS, MN

Past

September 26, 2007 - September 13, 2010

RMJB, INC.

CRD#: 109886

BLOOMINGTON, MN

Past

December 7, 2005 - September 21, 2007

FOCUS FINANCIAL

RIA

CRD#: 116140

EAU CLAIRE, WI

Past

October 25, 2005 - September 18, 2007

OSAIC WEALTH, INC.

CRD#: 23131

EAU CLAIRE, WI

Past

May 14, 2001 - October 31, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WICHITA, KS

Past

April 27, 2001 - October 31, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 27, 2001 - October 31, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Minnesota
(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

State Security Law Exam

IAR

Series 66

Date: 5/10/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/26/2001

General Securities Representative Examination

Current Firm

WISDOM WEALTH MANAGEMENT

WISDOM WEALTH MANAGEMENT | WISDOM WEALTH MANAGEMENT, LLC

CRD#: 332421 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/6/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3800 American Blvd. West Suite 920, Bloomington, MN 55431

Mailing Address

Phone number

(952) 800-4996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 31,721,905

Red Flags

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

Crystal, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anne M. Ward

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Michelle Ward's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC

LAUREL WEALTH PLANNING

ALLODIUM INVESTMENT CONSULTANTS, LLC

RMJB, INC.

FOCUS FINANCIAL

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2001

Series 7

Date: 4/26/2001

Current Firm

WISDOM WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISDOM WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

Similar Advisors