AD
ChFC
AD
ChFC

Anna Marie Downs

18 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

823 Belknap Street, Suite 108, Superior, WI, 54880

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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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Employment History
Current Registrations
On Investment Management CO
August 2014 - Present · 11 yrs 6 mos
The O.N. Equity Sales CompanyBroker
January 2007 - Present · 19 yrs 1 mo
State Registrations7 states
AZCAFLILMIMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.