user avatar

Annie Werner

Advisor at A-Team Advisors

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

Occupation focus

Based on A-Team Advisors

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: 0% (A-Team annual advisory fee for asset management) $0+: up to 1.00% maximum annual fee charged by Sub-Advisors

Commissions

Insurance products sold by owner as independent insurance agent with typical commissions

Project-based

Hourly financial consulting at $500 per hour

Other

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

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nathan B

Series 66

Medford, WI

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

David H

Series 66

Medford, WI

Thrivent Investment Management

David Hraby is a financial advisor at Thrivent Investment Management based in Medford, Wisconsin, holding a Series 66 designation with 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations

Kris K

Series 63

Medford, WI

Edward Jones

Kris Karaba is a financial advisor with Edward Jones in Medford, WI, holding a Series 63 designation and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Karaba manages KRK Ventures LLC, a business focused on rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Russell J

Series 63

Medford, WI

Edward Jones

Russell Jablonsky is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing an oil and mineral rights trust established by his maternal grandparents. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Courtney K

Series 66

Medford, WI

Edward Jones

Courtney Kern is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other proprietary investment options.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")