AC
AC

Anne Williams Coupe

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

103 Schelter Road, Suite 10, Lincolnshire, IL, 60069

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anne is a board member for Special Gifts Theatre, a therapeutic theatre program for children and adults with special needs, since 2017. She dedicates a few hours per week to setting strategy and executing plans for the organization's sustenance and growth.

Employment History
Current Registrations
Simplicity Wealth
April 2025 - Present · 10 mos
Previous Registrations
Aegon Asset Management US
April 2021 - April 2024 · 3 yrs
Foreside Fund Services, LLCBroker
August 2020 - November 2023 · 3 yrs 3 mos
BMO Investment Distributors, LLCBroker
August 2018 - October 2019 · 1 yr 2 mos
UBS Asset Management (US) INC.Broker
April 2012 - December 2017 · 5 yrs 8 mos
Deam Investor Services, INC.Broker
October 2007 - December 2010 · 3 yrs 2 mos
William Blair & Company L.L.C.Broker
June 2005 - August 2007 · 2 yrs 2 mos
William Blair & Company L.L.C.
May 2005 - August 2007 · 2 yrs 3 mos
Banc One Investment Advisors CORP
February 2004 - June 2004 · 4 mos
Marsh & Mclennan Securities CorporationBroker
July 1995 - December 1996 · 1 yr 5 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1989 - July 1993 · 4 yrs 5 mos
Wheat, First Securities, INC.Broker
January 1986 - March 1988 · 2 yrs 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.