Annelise Bretthauer
CFP®Professional Summary
Annelise Bretthauer, CFP®, who also goes by Annelise Helene Bretthauer, Annelise Helene Moss, was a registered financial advisor. Annelise was a previously registered financial professional and started their career in finance 2016 - 2022. Annelise had worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Business Services
- Retirement Planning
- Investment Management
Specializations
Biography
Annelise Bretthauer CFP®, CDFA®, MBA, Financial Planner Growing up in a family involved in the investment business, naturally, finance was the last place I saw my career heading. That all changed when after an internship at a Registered Investment Advisory firm in Portland, Oregon. I fell in love with financial planning and decided to go back to school for an M.B.A. and complete the Certified Financial Planner™ professional designation. In 2016, I began my financial...
Other Aliases
Annelise Bretthauer, Annelise Helene Bretthauer, Annelise Helene Moss
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
11 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
EARNED | NOHO FINANCIAL, INC | FORME FINANCIAL | EARNED WEALTH
Contact Information
Main Address
30 Cooper Square 10th Floor, New York, NY, 10003Phone Number
(914) 417-4556# of Employees
19Regulatory Assets Under Management
Total Number of Accounts
409AUM (Assets Under Management)
$106,567,909Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
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)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Annelise
- Financial Planning
- Tax Planning
- Business Services
- Retirement Planning
- Investment Management
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