AC
AC

Anne Elizabeth Cherskov

Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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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 ActivitiesSells Insurance

Anne owns Annuity Annie LLC, an insurance sales business, and dedicates nearly full-time hours to it. She also coaches fencing at Fencing Academy of Denver for about 10-20% of her time.

Employment History
Current Registrations
Motiv8 Investments LLC
May 2025 - Present · 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.