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Inactive

Anne Michelle Ward

Wisdom Wealth Management

Bloomington, MN

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Current Employers
Wisdom Wealth Management

3800 American Blvd. West Suite 920, Bloomington, MN 55431 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-06
  • MN RA
    APPROVED
    Since 2024-12-06

Branch Locations

3800 American Blvd. West Suite 920, Bloomington, MN 55431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allodium Investment Consultants, Llc Minneapolis MN 08/2010 04/2020
Laurel Wealth Planning Llc Edina MN 04/2020 03/2023
Dynamic Wealth Advisors Dba Wisdom Wealth Management, Llc. Phoenix AZ 04/2023 01/2025
Wisdom Wealth Management, Llc Bloomington MN 12/2024 Present
  • 08/2010 → 04/2020
    Allodium Investment Consultants, Llc
    Minneapolis, MN
  • 04/2020 → 03/2023
    Laurel Wealth Planning Llc
    Edina, MN
  • 04/2023 → 01/2025
    Dynamic Wealth Advisors Dba Wisdom Wealth Management, Llc.
    Phoenix, AZ
  • 12/2024 → Present
    Wisdom Wealth Management, Llc
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-10
  • S66 Uniform Combined State Law Examination
    2001-05-10
Designations
Other Names
  • Anne Michelle Nicholson

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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