Broker Check
Anne Wilson

Concentrating on providing quality service and information to all clients, often serving as a liaison between the representative and clients in order to effectively handle all needs and requests in a timely and courteous manner. Anne also coordinates all special projects, helps develop and implement marketing efforts, provides training of key staff and manages internal operations to help assure the business’s processes run smoothly and efficiently. She received a Bachelor’s Degree in Finance from the University of Northern Iowa, and has successfully completed training and passed exams in several key industry programs including Life, Disability, Health, Accident, and Liability Insurance as well as the FINRA Series 6, 7 and 63 Securities Registration. Anne is a Registered Representative with Principal Securities.