AH
CFP
AH
CFP

Ann Hunziker

11 Years of Experience
Lemont, IL
Broker

Ann Hunziker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lemont, IL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

160 East Wend Street, Suite E, Lemont, IL, 60439

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History

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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Other Business Activities

Ann is the President, an independent contractor, and an associate/employee of E.C. Hunziker & Associates, Inc. She spends about half her time processing client information, performing research, interacting with clients, and working on related projects.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2015 - Present · 11 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
State Registrations24 states
AZCACOCTDEFLIAILINMAMEMIMONCNJNVOHORPASCTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.