Anne Ballantini-Poeppe, CFP®
Investment Analyst & Marketing Manager
Anne graduated from Drake University in 2011 with a Bachelors of Science in Business Administration and Marketing. In addition to being an active Life, Accident and Health Insurance Agent, Anne is a Registered Representative with Osaic Wealth Corporation holding the Series 6, 63, 7, 66 & 24 licenses. She is a Board Certified Financial Planner Professional.
A member of our team since July 2010, Anne works in collaboration with Rod on building and updating comprehensive financial plans, analyzing investments and monitoring holdings. She is also responsible for marketing and life insurance operations.
Qualifications:
- 15 years of experience in financial services
- Certified Financial Planner Professional, awarded in 2025
- Bachelor of Science in Business Administration, Drake University (2011)
- Series 6, Series 7, Series 63, Series 66, Series 24 Licensed
*Registered Representative