Anna Marie Kottke

Current Employers

Employment History

• 01/2016 → 08/2022
  Horicon Bank
  Fond Du Lac, WI
• 01/2016 → 08/2022
  Lpl Finaincial Llc
  Fond Du Lac, WI
• 08/2022 → Present
  Elite Wealth Planners, Llc
  Fond Du Lac, WI
• 10/2022 → Present
  Lpl Financial Llc
  Fond Du Lac, WI

Previous Registrations

• 2016-01-05 → 2022-09-26
  Lpl Financial Llc
  Beaver Dam, WI
  Beaver Dam, WI
  Horicon, WI
  Appleton, WI
  Fond Du Lac, WI
  Horicon, WI
  West Bend, WI
  Ripon, WI
  Neosho, WI
  Iron Ridge, WI
  Oshkosh, WI
  Green Lake, WI
  Fond Du Lac, WI
  Randolph, WI
  Waupun, WI
  Markesan, WI
  Markesan, WI
• 2012-08-01 → 2016-01-05
  Bmo Harris Financial Advisors, Inc.
  Lomira, WI
  Fond Du Lac, WI
  Mayville, WI
• 2012-04-20 → 2012-08-01
  M&I Financial Advisors, Inc
  Lomira, WI
  Mayville, WI
  Fond Du Lac, WI
• 2011-01-03 → 2012-04-19
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

1) 10/2022- Agriculture Land - Real Estate Rental- rents 75 acres of agriculture land to farmers- inv. related - Oakfield, WI- start date 1/1/2015- 0hrs/mth 2) 10/2022- Elite Wealth Planners- DBA for LPL Business (entity for LPL business)- inv. related- Fond du Lac, WI 3) 10/2022- CWP Holdings LLC- Real Estate Rental- co owner- inv. related- 28 w Pioneer Ave. Fond du Lac, WI 54935- start date 12/0/2021- 1hr/mth 4) 04/10/2024 - Elite Wealth Planners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/22/2022 - 175 Hours Per Month/ 151 Hours During Trading 5) 02/03/2025 - Howard Johnson Flooring, LLC - Not Investment Related - Business Owner - Home Based - Start Date:01/01/2025 - 32 Hrs/Mth - 10 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-31
• S63 Uniform Securities Agent State Law Examination
  2001-05-19

Designations

Other Names

• Anna Marie Zurn