Annelise H. Bretthauer
Some features on this profile are disabled
CRD#: 6688821
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Annelise Helene Bretthauer, CFP®, who also goes by Annelise Helene Bretthauer, Annelise Helene Moss, was a registered financial professional .
Annelise is a previously registered financial professional and started their career in finance in 2016. Annelise had worked at 4 firms and has passed the Series 65 exam.
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 planning career quickly finding a passion for helping clients use their money to nourish their life and have peace of mind with their finances. In 2017, I was diagnosed with Crohn’s Disease. Battling chronic disease has taken me on a unique health journey but has lead me to where I am today and I am grateful.
At Head to Toe, we specialize in helping high income earning families in their wealth building years who are currently facing important financial decisions. Many of our clients are physicians, attorneys and business owners. By day, you will often find me knee deep in a financial plan helping a client determine the best strategy for allocating their cash flow, digging into the details of their employer benefits plan or helping them implement wealth building strategies. By night, you will often find my husband and I on our evening walk to the horse pasture behind our house or in the kitchen cooking up a Crohn’s friendly dinner. .
We don’t believe in a one size fits all financial planning process. Our approach is centered around the needs of each individual family and how we can support you to align your money with your priorities and spend more time doing what matters most to you.
Learn more about Annelise and Head to Toe Financial planning by visiting the sites below.
https://www.headtotoefinancial.com/
https://www.headtotoefinancial.com/about
Question & Answer
What are your service offerings?
Life Transitions
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Retirement Planning
Divorce Planning
Do you have an area of expertise or specialization?
Business Owners
Divorce Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
How do you get paid?
Fee Only
Are you a "fiduciary"?
No
Aliases
Annelise Helene Bretthauer | Annelise Helene Moss
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 business: Bretthauer Oil Company & FuelCloud in Hillsboro, Oregon Title/Position: Strategy Consultant Relationship: One of the founders of FuelCloud is my husband, Kevin Bretthauer. Start Date: November 2020 Number of hours per month: 3 hours per month Number of hours during securities trading hours: 0 hours during securities trading hours Duties: I am listed as a strategy consultant on my husband's family business (Bretthauer Oil Co.) and fuel technology business (FuelCloud). I do not have any official responsibility but help with small projects every so often on weekends.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Past
August 4, 2022 - October 6, 2022
EARNED WEALTH
RIA
CRD#: 316933
Hillsboro, OR
Past
June 29, 2020 - April 15, 2022
HEAD TO TOE FINANCIAL PLANNING
RIA
CRD#: 292597
Hillsboro, OR
Past
July 9, 2019 - June 29, 2020
RISE UP FINANCIAL LLC
RIA
CRD#: 304066
HILLSBORO, OR
Past
September 8, 2016 - May 23, 2019
BECKER CAPITAL MANAGEMENT, INC.
RIA
CRD#: 110489
PORTLAND, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
EW
EARNED WEALTH
EARNED | NOHO FINANCIAL, INC | FORME FINANCIAL | EARNED WEALTH
CRD#: 316933 / SEC#: 801-123055
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
30 Cooper Square 10th Floor, New York, NY, 10003
Mailing Address
Phone number
(914) 417-4556
Established
Firm type
Fiscal year end
# of Employees
19
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 106,567,909 |
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.
