Annmarie
Bjorklund

Vanguard Advisers, Inc

CRD#4445888
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Annmarie Bjorklund is a certified financial planner who works out of Scottsdale, Arizona who has 1 year of industry experience. Bjorklund is an advisor for Vanguard Advisers, Inc. They have spent their whole time as a financial advisor at Vanguard Advisers, Inc. Bjorklund holds a Series 63 license, which qualifies them as a securities broker, and is able to operate in Arizona and Texas. Vanguard Advisers, Inc is an advisory business that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in total assets across its 634,470 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 958 charitable organizations. Of its 634,470 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually vary depending on which service is offered. Fee types billed by Vanguard Advisers, Inc may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14321 North Northsight Blvd.
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

AZ Average: $15,833,994,310
Total Number of Employees

2,124

AZ Average: 41
Total Number of Accounts

634,470

AZ Average: 3,342
Average Account Size

$471,562

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Annmarie Bjorklund Work History

Annmarie has been registered as a financial advisor for 1 years.*

2010 - Present (14 years)

The Vanguard Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Annmarie Bjorklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Trent Moore
Scottsdale, AZ
William Bailey
Charlotte, NC
Julia Steele
Malvern, PA
Zachary Potter
Scottsdale, AZ
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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