Ann West is a registered investment advisor at Wells Fargo Advisors, based in Baxter, MN, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
14091 Baxter Drive Suite 104, [Satellite], Baxter, MN, 56425
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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 co-owns Northern States Insurance Services, LLC, dedicating minimal time. She also fully owns APW Financial LLC, spending about a quarter of her time on it, and serves as power of attorney for her mother and trustee for her parents' trust, dedicating minimal time to each. Ann is also a board member for Northern Valley Human Service Zone, spending minimal time reviewing budgets and other items.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Thrivent Investment Management INC.Broker
State Registrations5 states
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