Certified Financial PlannerTM
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Anna Kottke is the Certified Financial Planner™ (CFP®) and Wealth Advisor at her firm. Anna works to expertly design a comprehensive financial plan by leveraging the art and science of planning strategies with comprehensive software. This allows Anna to assess what it took her client’s entire lives to build, then follow that with a financial plan that they understand and work with for the rest of their lives. Anna’s planning process includes managing the individual needs of her clients, build and maintain lifelong relationships, and assists clients in pursuing their financial goals through the demonstration of dependable service and personalized investment strategies. She provides clients access to a variety of financial services including retirement planning, estate planning, tax planning, asset allocation services, investment strategies, cash flow analysis, income strategies, insurance protection, debt management, college funding and more advanced wealth planning strategies.
Anna graduated Cum Laude with a bachelor’s degree in Economics and Finance and a minor in Business Management from Marian University. She holds the securities registrations 7, 63, and 65 through LPL Financial and Wisconsin Life and Health insurance licenses.
In 2010, she became a Certified Financial PlannerTM Professional. The designation comes with extensive training in comprehensive wealth planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. CFP® professionals are required to uphold the certification through continuing education. The CFP® certification is the most recognized in the industry for personal financial planning and is considered “The Mark of Excellence.”
Anna started working in the industry in 1997 during her high school career at a Raymond James financial services branch location through the local Campbellsport High School school-to-work program. Anna now has over twenty-five years of experience working in the financial services industry; twenty-two of those years as a securities licensed representative and twelve years as a CFP® professional. She previously worked as Vice President and Wealth Advisor at Horicon Wealth Management and as an Officer, Senior Financial Advisor at BMO Harris Financial Advisors.
Anna is an active community member, currently an active board member for Big Brother Big Sisters of Fond du Lac. She also served as the president and as a board member of the Young Professionals of Fond du Lac and as a board member of the Children's Museum of Fond du Lac. She taught Sunday school for several years and was a member of her church Leadership Committee and Education Committee. She is originally from Fond Du Lac County. Anna currently lives in Oakfield, Wisconsin with her husband, Joe, and their three daughters Evelyn, Lillian, and Sophia. Anna enjoys vacationing with her family, assistant coaching grade-school basketball, watching her daughter play softball, skiing, cooking, gardening, reading, furthering her Christian education, and volunteering for causes she believes in.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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