Ann Marie Milinazzo

Current Employers

Employment History

• 01/1992 → 11/2019
  Ann Marie Milinazzo,Cpa
  Denver, CO
• 06/1994 → 11/2019
  H.D. Vest Investment Services
  Denver, CO
• 04/1997 → 11/2019
  H.D. Vest Advisory Services
  Denver, CO
• 11/2018 → 11/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 09/2001 → 11/2019
  Hadad-Milinazzo Financial Group Inc
  Denver, CO
• 11/2019 → Present
  Hadad-Milinazzo Financial Group, Inc.
  Denver, CO
• 11/2019 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2003-06-05 → 2019-11-20
  Avantax Advisory Services
  Denver, CO
• 1997-04-03 → 2002-12-31
  Avantax Advisory Services
  Denver, CO

Other Businesses

1.President and Owner, Hadad-Milinazzo Financial Group, Inc., a private entity est. to facilitate tax preparation as well as securities, advisory, and insurance businesses; As of 11/20/19; 45% time spent during business hours; Conducted at branch; Investment related. 2.Managing Member and Co-Owner, 469 Cherry, LLC, a private entity est. to own/manage a commercial rental property in Denver, CO; As of 11/20/19; Less than 1% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Hadad Realty, Inc.; an entity created for leasing commercial and residential real estate and collecting owner-financed notes, as of 05/01/2026; 0% time spent during business hours; Not conducted at branch; Investment related. 3.Managing Member and Co-Owner, 469 Cherry II, LLC, a private entity est. to own/manage a commercial rental property in Denver, CO; As of 11/20/19; Less than 1% time spent during business hours; Conducted at branch; Investment related. 4.Fixed insurance sales, as an Agent, under the name 'Hadad-Milinazzo Financial Group, Inc.'; As of 11/20/19; 1% time spent during business hours; Conducted at branch; Investment related. 5.CPA/Accountant, providing tax preparation and tax planning services under the name 'Hadad-Milinazzo Financial Group, Inc.'; As of 11/20/19; 50% time spent during business hours; Conducted at branch; Not investment related. 6. Member and Part Owner, AJC, LLC, a private entity est. to own familial investments; As of 03/23/06; 0% time spent during regular business hours; Not conducted at branch; Investment related. 7. Co-owner, MIL OPS, LLC; private entity established to make private investments; as of 8/28/2023; 0% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-30
• S63 Uniform Securities Agent State Law Examination
  1996-05-03

Designations

Other Names

• Ann Marie Milinazzo
• Ann Marie Hadad
• Annmarie Milinazzo