Annie M. Werner
Professional summary
Annie Mae Werner MS, who also goes by Annie Werner, is a registered financial advisor currently at A-TEAM ADVISORS located in Medford, Wisconsin.
Annie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Annie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Annie Mae Werner MS's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2020 - Present
A-TEAM ADVISORS
November 5, 2018 - December 31, 2020
A&O ADVISORS
November 3, 2017 - December 31, 2018
FORT POINT CAPITAL PARTNERS LLC
June 27, 2005 - November 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 13, 2005 - November 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2020)
(11/18/2020)
(10/6/2020)
Exams
Current Firm
A-TEAM ADVISORS
CRD#: 310941 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 294 |
| AUM (Assets Under Management) | $ 53,425,000 |
Red Flags
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