Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.

Forgot your password?

Menu
866.311.TEAM (8326)
Ann Bakenhus
Business Name:
Edward Jones
Business Description:
Helping individuals and small businesses: organize, plan, protect and transfer wealth through strategies that are just as personalized and unique as the individual/business they are for.
How Business Creates Value:
When it comes to retirement planning there is no one size fits all approach. I take the time to get to know your needs wants and wishes and from there formulate a plan that is as unique to you as your goals are. When partnering with me I know that change, obstacles and roadblocks are inevitable and the importance of having a living breathing financial strategy has never been more relevant. When partnering with me, you can expect regular communication, ideas, and portfolio updates as we prepare/build your financial future. Retirement is just one piece of the puzzle within the overall financial picture, In addition to retirement preparation there are other areas that I strategize with clients including: College savings plans Custodial accounts (kids accounts) Brokerage accounts Life Insurance Long-term Care Annuities And for the business owners: SEP IRAs SIMPLE IRAs 401(k) plans When it comes to taking the first step on your financial journey it all starts with a conversation, let's get a cup of coffee and talk about where you want to go!

Skills

  • New Investors/new earners
  • Pre-retirees
  • College savings plans
  • Retirees
  • Generational Wealth Strategies
  • Small Business Retirement Plans

Credentials

  • TEAM Member since 2025

Interests

  • Running
  • Local Coffee Shops
  • Softball