Anne Nowak is a registered investment advisor, based in Antigo, WI, with 3 years of industry experience.
Location
815 Superor Street, Antigo, WI, 54409
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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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Anne is involved with Pinnacle Wealth Management Group, a non-investment related DBA/support company in Antigo, Wisconsin, since May 2025. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2025 - Present · 1 yr
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Thrivent Investment Management INC.
February 2023 - May 2025 · 2 yrs 3 mos
Thrivent Investment Management INC.Broker
September 2022 - May 2025 · 2 yrs 8 mos
State Registrations8 states
CAFLIAIDILINMNWI
AdvisorBrokerBoth
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
No exam information available for this advisor.