Ann Marie White

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2022 → Present
  Koster Properties, Llc
  Cottage Grove, OR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Hearthstone Wealth Management
  Cottage Grove,, OR

Other Businesses

1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED BRANCH NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: N/A APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE INSURANCE; 2. NAME OF OTHER BUSINESS: ROTARY CLUB OF COTTAGE GROVE INVESTMENT RELATED: NO ADDRESS: COTTAGE GROVE, OR 97424 NATURE OF BUSINESS: CIVIC POSITION/TITLE/RELATIONSHIP: CO-CHAIR AND BOARD MEMBER START DATE: N/A APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TRACKS FOUNDATION CONTRIBUTIONS; 3. NAME OF OTHER BUSINESS: COTTAGE GROVE COMMUNITY FOUNDATION INVESTMENT RELATED: NO ADDRESS: COTTAGE GROVE, OR 97424 NATURE OF BUSINESS: NON-PROFIT POSITION/TITLE/RELATIONSHIP: PRESIDENT OF THE BOARD, START DATE: 02/2023, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LEAD MEETINGS, WORK WITH OFFICE STAFF TO TRACK AND GRANT SCHOLARSHIPS; 4. NAME OF OTHER BUSINESS: HEARTHSTONE WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:12/2024 , POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: KOSTER PROPERTIES, LLC, INVESTMENT RELATED: NO ADDRESS: 1807 EAST MAIN ST , COTTAGE GROVE, OR, 97424 NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY AND BUILDING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Designations

Other Names

• Ann Marie Loveland
• Ann Marie Ammon
• Ann M White-Koster