Ann Wengronowitz is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 43 years of industry experience.
Location
2701 University Ave Se, Minneapolis, MN, 55414
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ann is an agent/broker for Confidere Financial and North Star Consultants & Brokerage, selling fixed insurance. She also serves as a committee member for the Minnetonka Rotary Foundation and participates on the board of Premier Resource Group, a non-profit organization, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLC
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Consolidated Resources, INC.Broker
Fdi Securities, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.