Ann West
Advisor at Wells Fargo 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
Grafton, ND 58237
Credentials
Series 63, Series 66
Industry experience
21 years
About
Ann West is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She previously worked at Bremer Investments, Raymond James Financial Services, and Bremer Bank. In addition to her advisory role, she is a partner in a family insurance business and serves on the board of the Northern Valley Human Service Zone. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Client services
Based on Wells Fargo Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Investment consulting services to institutional clients
Investment consulting services to institutional clients
Expertise
Based on Wells Fargo Advisors
Divorce financial planning
Planning for children with special needs
Business exit / sale strategy
Cash flow / budgeting
Fee options
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Location
15 West 5 Th St, [Satellite]
Grafton, ND 58237
Most active in
Ann W has reported serving >5 clients in these states in the last 12 months.
North Dakota
Work history
Wells Fargo Advisors
2023 - Present (3 years)
Bremer Investments
2019 - 2023 (4 years)
Raymond James Financial Services Advisors Inc.
2017 - 2023 (6 years)
Bremer Bank
2015 - 2023 (8 years)
Raymond james Financial Services, Inc
2009 - 2023 (14 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Alexander Q
Series 66
Grafton, ND
Edward Jones
Alexander Quinones is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at JB Hunt Transportation Company and at the University of Wisconsin Superior. Outside of his advisory work, Quinones serves as the head coach for Roseau Youth Hockey’s Peewee team and is a volunteer firefighter with the Roseau Volunteer Fire Department in Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.
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Aaron L
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