Unclaimed
Ann Marie Lano Wengronowitz is a financial advisor with over 40 years of experience in the financial services industry. Ann is currently registered with Cetera Investment Advisers LLC and has been with them since August of 2023. Before this, Ann was registered with Securian Financial Services, Inc. Ann is also a Certified Financial Planner and has a long and varied career in the industry, having held positions with various financial institutions in Minneapolis, Minnesota. Ann is committed to providing her clients with personalized financial advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
04/06/1989 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
NA
07/26/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
09/24/1982 - 07/23/1983
FDI SECURITIES, INC.
BC
Issued 8/3/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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