AI
CFP
AI
CFP

Ann Marie Iglai

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
Loading...

Location

4323 Edgerton Road, North Royalton, OH, 44133

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ann is the owner of IGS Financial LLC, an insurance business. She spends a few hours per week selling life insurance and fixed annuities.

Employment History
Current Registrations
Stonex Advisors INC.
January 2015 - Present · 11 yrs 1 mo
Stonex Securities INC.Broker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
February 2010 - January 2015 · 4 yrs 11 mos
Wrp Investments, INC.Broker
February 2010 - September 2014 · 4 yrs 7 mos
Thrivent Investment Management INC.
January 2008 - February 2010 · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
January 2008 - February 2010 · 2 yrs 1 mo
Natcity Investments, INC.
July 2004 - January 2008 · 3 yrs 6 mos
Natcity Investments, INC.Broker
January 2002 - January 2008 · 6 yrs
Mcdonald Investments INC.Broker
November 1998 - January 2002 · 3 yrs 2 mos
State Registrations3 states
KYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.