Anne M. Ward,  CFP<sup>&reg;</sup> - Financial Advisor

Anne M. Ward, CFP®

AIF®

Senior Investment Consultant & Director of Financial Planning

Allodium Investment Consultants

500 Washington Ave S, Ste 4400
Minneapolis, MN 55415
FINANCIAL ADVISOR'S WEBSITE
(866) 207-6810
(612) 230-3720

General

Anne Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allodium Investment Consultants in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

Anne Ward is a senior investment consultant, director of financial planning and principal at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals and families. She focuses on designing and implementing goal-based, tax-efficient investment strategies to help clients achieve their unique personal financial goals. She is a manager at the firm and oversees both the client service team members and the investment consultants.

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Financial Advisor Experience

Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning from the College for Financial Planning, which expands her knowledge to better serve her clients. Anne believes in life-long learning and has earned the Accredited Investment Fiduciary® (AIF®), Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Master Planner Advanced Studies (MPAS®) designations. Anne is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centered financial planning. She is also an active member of the Financial Planning Association (FPA®).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources