Ann White
Ann White is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cottage Grove, OR, with 28 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1807 E Main St, Cottage Grove, OR, 97424
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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 offers fixed life insurance through various insurance companies and is the owner of Hearthstone Wealth Management, a financial services company, taking about a quarter of her time. She also dedicates minimal time to the Rotary Club of Cottage Grove, the Cottage Grove Community Foundation, and Koster Properties, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations25 states
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