Meet Five Star Wealth Manager Anne Ward, an award-winning wealth manager in Bloomington, MN.

PROFESSIONAL PROFILE

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Anne Ward

Founder & Principal Wealth Manager

Wisdom Wealth Management, LLC

3800 American Boulevard West, Suite 920

Bloomington, MN 55431

Office: 952-800-4996

anne.ward@wisdomwm.com
https://www.wisdomwm.com

Professional Approach

Anne Ward is the Founder and Principal Wealth Manager of Wisdom Wealth Management, a wealth advisory firm that helps clients find meaning in their money, crafting strategies that align your finances with your ideal life.

She provides wealth management services to individuals and couples with $1–10 million in investment assets who want to live life to the fullest, including business owners and those rebuilding after the loss of a spouse.

She partners with her clients at every stage of life—strategizing, proactively advising, and helping put sound recommendations into action—so her clients can live abundantly in both finances and life. Most of all, she is passionate about helping clients achieve their own definition of success.

Investment management is the cornerstone of her service to help her clients achieve their financial goals. Anne approaches investing with diligence and deep respect for the trust clients place in her to manage their hard-earned money. In addition to investment management, she guides clients to protect, manage and grow their wealth in ways that truly matter to them. Anne defines wealth management as the intersection where investments and planning meet. She simplifies what can feel overwhelming and crafts financial strategies tailored to her clients unique goals and preferences.

From advanced retirement income planning and tax strategies, to building investment portfolios that support favorite causes and meaningful goals, clients trust Anne with the smallest of details. Known as a “steady presence” with high attention to detail, she possesses more than two decades of experience in financial services. Her experience and master’s degree in personal financial planning help her integrate all aspects of a clients’ financial life.

She looks forward to discussing how she can help solve your unique financial complexities so you can prosper in more ways than wealth. Together, she develops an Abundant Living Roadmap that empowers her clients to live abundantly.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 5789 Twin Cities-area wealth managers were considered for the award; 517 (9 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,789, 624, 13%, 11/1/24, 3/13/24 - 10/29/24; 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Advisory services are offered through Wisdom Wealth Management, LLC, an investment adviser registered in Minnesota. Advisory services are only offered to clients or prospective clients where Wisdom Wealth Management, LLC and its representatives are properly registered or exempt from registration.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.