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AT

Anna L. Thornburg

MODEL WEALTH
WHEATON, IL
Some features on this profile are disabled
CRD#: 6482378
AT

Professional summary

Anna Leigh Thornburg, who also goes by Anna Leigh Linhardt, is a registered financial advisor currently at MODEL WEALTH located in Wheaton, Illinois.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anna has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anna Leigh Linhardt

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Leigh Thornburg's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 12, 2022 - Present

MODEL WEALTH

RIA
CRD#: 299798
WHEATON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODEL WEALTH
MODEL WEALTH | MODEL WEALTH , INC.

CRD#: 299798 / SEC#: 801-117301

RIA
Registered Investment Advisory firm - (9/6/2019 Approved)

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
Illinois
(9/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2022
Uniform Investment Adviser Law Examination

Current Firm

MW
MODEL WEALTH
MODEL WEALTH | MODEL WEALTH , INC.

CRD#: 299798 / SEC#: 801-117301

RIA
Registered Investment Advisory firm - (9/6/2019 Approved)
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Contact information

Main Address
Wheaton, IL
Mailing Address
1755 S. Naperville Road Suite 100, Wheaton, IL 60189
Phone number
(630) 381-1170
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (5/21/2025)
ADV PART 3 (3/31/2025)
ADV PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts552
AUM (Assets Under Management)$ 286,110,266

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.

Company Information

MODEL WEALTH

CRD#: 299798Wheaton, IL

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