Annie Werner
Advisor at A-Team Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Medford, WI
Credentials
Series 66
Industry experience
20 years
About
Annie Werner is a financial advisor at A-Team Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Fort Point Capital Partners LLC, and A&O Advisors. In addition to her advisory role, she operates as an independent insurance agent. A-Team Advisors provides financial planning, consulting, and discretionary asset management to individuals, families, and high-net-worth clients. The firm uses Monte Carlo projections, fundamental and technical analysis, and tailored cash-flow, tax, and estate planning, typically appointing third-party sub-advisors to manage client assets while maintaining direct client relationships.
Client services
Based on A-Team Advisors
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on A-Team Advisors
General retirement planning
Wealth management
Tax-loss harvesting
Cash flow / budgeting
Fee options
$0+: 0% (A-Team annual advisory fee for asset management) $0+: up to 1.00% maximum annual fee charged by Sub-Advisors
Insurance products sold by owner as independent insurance agent with typical commissions
Hourly financial consulting at $500 per hour
Minimum fee: Ongoing financial planning and consulting fees range from $1,000 to $25,000 depending on service level (Starter to Custom) Fee-only: Ongoing financial planning and consulting fees ($1,000-$25,000), hourly consulting at $500/hour
Location
Medford, WI
Most active in
Annie W has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas · Wisconsin
Work history
A-Team Advisors
2019 - Present (7 years)
A&O Advisors
2018 - 2020 (2 years)
Fort Point Capital Partners LLC
2017 - 2018 (1 year)
INDEPENDENT INSURANCE AGENT
2014 - Present (12 years)
Merrill
2004 - 2017 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nathan B
Series 66
Medford, WI
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Nathan Bilodeau is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior work includes positions at OSAIC, Woodbury Financial Services, Forward Bank, and Associated Bank. He serves as a board member for the Fulcrum Foundation. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its broader institutional platform.
Madelyn W
Series 66
Medford, WI
Cetera
Madelyn Wanke is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has a background that includes roles at Forward Bank and OSAIC Wealth Inc. Outside of finance, she serves as a military intelligence officer for the Wisconsin Army National Guard and is an advisory board member for Wanke Builders Inc. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad institutional platform.
Courtney K
Series 66
Medford, WI
Edward Jones
Sara B
Series 66
Medford, WI
OSAIC
Sara Brost is a financial advisor at Osaic with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Woodbury Financial Services and Forward Bank. Outside of financial advising, she provides speech language pathology services at Compassus Home Care and St. Vincent Hospital. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers access to multiple custodial platforms and third-party managers.
David H
Series 66
Medford, WI
Thrivent Investment Management
Kris K
Series 63
Medford, WI
Edward Jones
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