Anne Coupe is a registered investment advisor, based in Pleasant Prairie, WI, with 25 years of industry experience. Anne is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pleasant Prairie, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
The Leaders Group, INC.Broker
The Leaders Group, INC.
Simplicity Wealth
Previous Registrations
Aegon Asset Management US
Foreside Fund Services, LLCBroker
BMO Investment Distributors, LLCBroker
UBS Asset Management (US) INC.Broker
Deam Investor Services, INC.Broker
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Banc One Investment Advisors CORP
Marsh & Mclennan Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations2 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.