Unclaimed Profile

Ann Schindel

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado

SIE, Series 7TO, Series 66Clean record7 years registeredFIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 7079368Firm CRD# 109036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Schindel · COLORADO SPRINGS, CO

Registration

CRD #7079368 · FIRST AFFIRMATIVE FINANCIAL NETWORK LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

May 2019 – Feb 2020

Colorado Springs, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · May 6, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD 109036 · SEC 801-56587

AUM

$564M

Regulatory assets under management

Employees

2,358 client accounts

Services offered by FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →

Introduction

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Frequently Asked Questions

What services does Ann Schindel offer?

Ann Schindel specializes in Financial Planning, Investment Management, Wealth Management.

What are Ann Schindel's credentials?

Ann Schindel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Schindel located?

Ann Schindel is based in COLORADO SPRINGS, Colorado, last registered with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC.

How does Ann Schindel charge for services?

Ann Schindel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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