Anne Michelle Ward

Employer firm

Wisdom Wealth Management CRD 332421

$39.3M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2023-04-03 → 2025-01-17
  Dynamic
  Bloomington, MN
  Phoenix, AZ
• 2020-04-21 → 2023-03-29
  Laurel Wealth Planning
  Edina, MN
• 2014-01-13 → 2020-04-13
  Allodium Investment Consultants, Llc
  Minneapolis, MN
• 2005-12-07 → 2007-09-21
  Focus Financial
  Eau Claire, WI
• 2001-05-14 → 2003-10-31
  Ameriprise Financial Services, Llc
  Wichita, KS

Exams

• S66 Uniform Combined State Law Examination
  2001-05-10

Designations

• Certified Financial Planner

Other Names

• Anne Michelle Nicholson