Anna Allem has been an investment adviser representative at Bannerman Wealth Management Group since July 2022, and is not listed among the firm’s executive officers or direct owners. Anna Allem holds a BA in Finance from the University of Delaware.
Bannerman Wealth Management Group, LLC is a Lewisville, TX firm with $177M under management, 163 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Anna Allem is Lead Financial Advisor of Bannerman Wealth. She graduated from the University of Delaware in 2017 and works with clients on financial planning and investments. She earned her CFP® certification in 2023 and contributes to the Stacking Benjamins podcast.
Anna Allem’s longest registration is the current one, 4 years at Bannerman Wealth Management Group since 2022. Before joining Bannerman Wealth Management Group in 2022, Anna Allem was registered through Cooper McManus and SEI Investments Management Corp.
- Cooper McManus– · 1 yearPhoenixville, PA · Adviser representative · Firm CRD 111458
- SEI Investments Management Corp– · 1 yearOaks, PA · Adviser representative · Firm CRD 105146
Professional designations
Listed by Bannerman Wealth Management Group
- CFP®
Investment adviser representative registrations
Anna Allem is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2022.
- PennsylvaniaSince 12 July 2022
- TexasResidentSince 14 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anna Lise Allem
- CRD
- 6913436
- Firm
- Bannerman Wealth Management Group · CRD 284677
- Office
- Glenmoore, PA
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bannermanwealth.com
Where does Anna Allem work?
Anna Allem is an investment adviser representative registered through Bannerman Wealth Management Group, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Anna Allem a financial advisor?
Yes. Anna Allem has a current investment-adviser registration in Pennsylvania and Texas, through Bannerman Wealth Management Group since July 2022.
How many years of experience does Anna Allem have?
Anna Allem has 6 years in the financial industry, since January 2020, across 3 adviser firms.
What exams has Anna Allem passed?
Anna Allem passed the Series 65 in March 2018.
Where did Anna Allem work before Bannerman Wealth Management Group?
Before Bannerman Wealth Management Group, Anna Allem was registered through Cooper McManus, May 2021 to June 2022; SEI Investments Management Corp, March 2018 to August 2019.
Where is Anna Allem based?
Anna Allem’s registered office is in Glenmoore, PA.
Is Anna Allem registered with FINRA?
No. Anna Allem has no current broker registration.
Is Anna Allem a CFP?
Bannerman Wealth Management Group lists Anna Allem with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Anna Allem’s record?
Search CRD 6913436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anna Allem’s full registration record.