Anne Elizabeth Ramseyer
Investment adviser representative at Capital Client Group, Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
15 years in the industry.
- Capital Client Group, Inc.Oct 2025 to now
- Capital Group / Capital Client Group, Inc.Jun 2025 to now
- Group1001 Res./clarendon Ins. Agency, Inc./delaware Life Ins. CoMay 2024 to Jun 2025
- UnemployedFeb 2024 to May 2024
- AthletaNov 2023 to Feb 2024
- Tez TechnologyJan 2023 to Oct 2023
- Symetra Securities, Inc./ Symetra Life Insurance Co.Oct 2021 to Jan 2023
- Next College Student Athlete (ncsa)May 2021 to Oct 2021
- LululemonOct 2020 to May 2021
- Park TudorAug 2018 to Aug 2020
- International School of IndianaAug 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7454619
- Firm CRD
- 6247