Anne Ward Email & Phone Number
Founder and Principal Wealth Manager
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Anne Ward Location
- Minneapolis, MN, US
Anne Ward Work
- Founder and Principal Wealth Manager @ Wisdom Wealth Management, LLC (December 2024 - Present)
- Founder and Principal Wealth Manager @ Dynamic Wealth Advisors dba Wisdom Wealth Management (March 2023 - December 2024)
- Senior Wealth Manager, Chief Operating Officer, Shareholder @ (April 2020 - March 2023)
- Senior Investment Consultant and Director of Financial Planning, Shareholder @ (August 2010 - April 2020)
- Senior Advisor @ (January 2007 - January 2010)
- Consultant @ (January 2006 - January 2007)
- Financial Advisor @ (January 2005 - January 2007)
- Financial Advisor @ American Express Financial Advisors (May 2001 - October 2003)
Anne Ward Education
- College for Financial Planning
CFP (CERTIFIED FINANCIAL PLANNER designation)
2005-2007 - College for Financial Planning
Master of Science - MS (Personal Financial Planning)
- Wichita State University
Bachelors (Finance-Investments, Accounting, Spanish)
Anne Ward Skills
- Environmental, Social, and Governance (ESG)
- Investment Management
- Fee-Only Financial Advisor
- Retirement Planning
- Wealth Management
- Investment Advisory
- Estate Planning
- Investments
- Alternative Investments
- Risk Management
- Asset Allocation
- Financial Planning
- Charitable Giving
Anne Ward Summary
- Anne Ward, based in Minneapolis, MN, US, is currently a Founder and Principal Wealth Manager at Wisdom Wealth Management, LLC. Anne Ward brings experience from previous roles at Dynamic Wealth Advisors dba Wisdom Wealth Management, Laurel Wealth Planning, Allodium Investment Consultants and JNBA Financial Advisors. Anne Ward holds a 2005 - 2007 CFP in CERTIFIED FINANCIAL PLANNER designation @ College for Financial Planning. With a robust skill set that includes Environmental, Social, and Governance (ESG), Investment Management, Fee-Only Financial Advisor, Retirement Planning, Wealth Management and more. Anne Ward has 1 emails and 1 mobile phone numbers on RocketReach.
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