Unclaimed Profile

Anne Michelle Ward

LAUREL WEALTH PLANNING LLC·EDINA, Minnesota

Series 7, Series 66Clean record25 years registeredLAUREL WEALTH PLANNING LLC

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 4172067Firm CRD# 122035

Profile Verification

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

Identity

Anne Michelle Ward · EDINA, MN

Registration

CRD #4172067 · LAUREL WEALTH PLANNING LLC · 25 years registered

Brand Profile

Not yet started

Career History

WISDOM WEALTH MANAGEMENT

Dec 2024 – present

DYNAMIC WEALTH ADVISORS

Apr 2023 – Jan 2025

Bloomington, MN

LAUREL WEALTH PLANNING

Apr 2020 – Mar 2023

EDINA, MN

ALLODIUM INVESTMENT CONSULTANTS, LLC

Jan 2014 – Apr 2020

MINNEAPOLIS, MN

FOCUS FINANCIAL NETWORK, INC.

Dec 2005 – Sep 2007

EAU CLAIRE, WI

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

May 2001 – Oct 2003

WICHITA, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 14, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUREL WEALTH PLANNING LLC

CRD 122035 · SEC 801-79116

AUM

$355M

Regulatory assets under management

Employees

889 client accounts

Services offered by LAUREL WEALTH PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAUREL WEALTH PLANNING LLC →

Introduction

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Frequently Asked Questions

What services does Anne Michelle Ward offer?

Anne Michelle Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.

What are Anne Michelle Ward's credentials?

Anne Michelle Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Michelle Ward located?

Anne Michelle Ward is based in EDINA, Minnesota, working with LAUREL WEALTH PLANNING LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Anne Michelle Ward charge for services?

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

How large is LAUREL WEALTH PLANNING LLC?

LAUREL WEALTH PLANNING LLC has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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