Anne M. Ward, CFP^®

AIF^®, MPAS©

Founder & Principal Wealth Manager

Wisdom Wealth Management

3800 American Boulevard, Suite 920
Bloomington, MN 55431

FINANCIAL ADVISOR'S WEBSITE

www.wisdomwm.com

(952) 800-4996 CONNECT WITH Anne

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

100% fee only objective advice.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Wisdom Wealth Management

General

Anne Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wisdom Wealth Management in Bloomington, MN and the surrounding communities.

Financial Advisor Overview

After more than 20 years as a financial advisor, I founded Wisdom Wealth Management on the premise of helping people to protect, manage, and grow their money in ways that are most meaningful to them. From advanced retirement income planning and tax strategies, to building investment portfolios that support my clients’ favorite causes and meaningful goals, I’m passionate about helping my clients achieve their definition of success. For individuals and couples who seize life and for those who are looking to rebuild their lives after the loss of a spouse, I help clients solve their unique financial complexities so they can prosper in more ways than wealth. I’m backed by a team of professionals at Dynamic Wealth Advisors that provide my practice with a highly experienced support team, industry-leading investment resources and best-in-class technology. Anne Ward is an Investment Advisor Representative with Dynamic Wealth Advisors dba Wisdom Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors.

Financial Advisor Experience

As Founder & Principal Wealth Manager of Wisdom Wealth Management, Anne brings more than 20 years of financial planning and investment experience. Anne is a life-long learner. Having graduated with honors with a degree in Finance - Investments and minors in accounting and Spanish, she went on to graduate school and earned a Master of Science in Personal Financial Planning. In addition to earning her CFP®, Anne holds the Accredited Investment Fiduciary® (AIF®) Designation, the Master Planner Advanced StudiesTM (MPASTM) and the Chartered Retirement Planning CounselorTM (CRPC®).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MPAS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances