Ann Stewart
Ann Stewart is a registered investment advisor, based in Fort Collins, CO, with 32 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4700 S College Ave, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Ann is a landlord for Summitview Advisors Property Mgt and president of Money Answers S-Corp, dedicating minimal time to each. She is also president of Insurance DBA for Summitview Advisors, working as an independent insurance agent for various companies for a few hours per week, and an Investment Advisor Representative for both Summit View Advisors and Concorde Asset Management, working full-time.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
NationssecuritiesBroker
State Registrations13 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.
Exams
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