Anna Richardson

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2020 → 04/2023
  Affinity Financial Advisors
  Lawrence, KS
• 02/2022 → 04/2023
  Affinity Financial Advisors
  Lawrence, KS
• 08/2002 → 06/2019
  Farmers Insurance
  Olathe, KS
• 06/2019 → 01/2020
  Unemployed
  Lenexa, KS
• 04/2023 → Present
  Allworth Financial, Llc
  Folsom, CA

Previous Registrations

• 2022-03-09 → 2023-08-15
  Affinity Financial Advisors
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-09

Other Names

• Anna Marie Richardson