Unclaimed Profile

Ann Adele Pendley

PAYNE WEALTH PARTNERS, INC.·EVANSVILLE, Indiana

Series 7, Series 9, Series 10, Series 63Clean record27 years registeredPAYNE WEALTH PARTNERS, INC.

601 N. CROSS POINTE BOULEVARD, EVANSVILLE, IN 47715CRD# 2229124Firm CRD# 105904

Profile Verification

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

Identity

Ann Adele Pendley · EVANSVILLE, IN

Registration

CRD #2229124 · PAYNE WEALTH PARTNERS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAYNE WEALTH PARTNERS, INC.

UNITED CAPITAL FINANCIAL ADVISERS

Jan 2018 – Jul 2019

Evansville, IN

PAYNE WEALTH PARTNERS, INC.

Aug 2004 – Dec 2017

EVANSVILLE, IN

CHARLES SCHWAB & CO., INC.

Dec 1998 – Jun 2004

EVANSVILLE, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · December 8, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAYNE WEALTH PARTNERS, INC.

CRD 105904 · SEC 801-33446

AUM

$535M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by PAYNE WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PAYNE WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Ann Adele Pendley offer?

Ann Adele Pendley specializes in Financial Planning, Investment Management, Wealth Management.

What are Ann Adele Pendley's credentials?

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

Where is Ann Adele Pendley located?

Ann Adele Pendley is based in EVANSVILLE, Indiana, last registered with PAYNE WEALTH PARTNERS, INC..

How does Ann Adele Pendley charge for services?

Ann Adele Pendley's firm is compensated through percentage of aum, subscription fees, other: minimum fees based on net worth and assets under management.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAYNE WEALTH PARTNERS, INC.?

PAYNE WEALTH PARTNERS, INC. has approximately 12 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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