ChooseAFinancialAdvisor.com
Advisors / Illinois / Schaumburg
11yrs

Anna Wright

Financial advisor at Cetera Investment Advisers

Based in Schaumburg, Illinois, Anna Wright is a fiduciary financial advisor with 11 years of industry experience. Anna joined Cetera Investment Advisers in 2025, after two years at Avantax Advisory Services and seven years at Ameriprise Financial Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 338 advisors with offices in Schaumburg, and one of 318 fiduciaries.

Schaumburg, IL 60173Fiduciary advisor
Call the officeDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Sep 2025 – now
  2. 2023 – 2025
    Avantax Advisory ServicesPreviously
  3. 2015 – 2023

Questions to ask Anna

Tailored to Anna’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Anna

How do I contact Anna?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Anna Wright. Anna works from the Schaumburg, IL office.

How long has Anna been a financial advisor?

Anna has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Anna hold?

Series 66. Tap any license on this page to see what it allows.

Is Anna a fiduciary?

Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anna paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Raymond James Financial Services Advisors
46yrs
Kevin Fanning
Financial advisor
917 Plum Grove Rd. Suite. A
Schaumburg, IL 60173
Top advisor by experience in Schaumburg
Fiduciary
Call Directions
Wells Fargo Advisors
45yrs
Thomas Sayre
Financial advisor
425 N Martingale Rd Suite 200
Schaumburg, IL 60173
Top 1% by experience nationwide
PlanningInvesting
Call Directions
LPL Financial
43yrs
Dennis Marach
Financial advisor
1901 N. Roselle Rd, Suite 800
Schaumburg, IL 60195
Top 1% by experience in Schaumburg
Fiduciary
Call Directions
Wells Fargo Advisors
43yrs
Robert Sayre
Financial advisor
425 N Martingale Rd Suite 200
Schaumburg, IL 60173
Top 1% by experience in Schaumburg
Fiduciary
Call Directions
World Equity Group
43yrs
Guy Abbanat
Financial advisor
425 N Martingale Road Suite 1220
Schaumburg, IL 60173
Top 1% by experience in Schaumburg
Fiduciary
Call Directions
Ameriprise Financial Services
42yrs
Geoffrey Wharton
Financial advisor
1051 Perimeter Dr Suite 810
Schaumburg, IL 60173
Top 2% by experience in Schaumburg
PlanningInvesting
Call Directions

See all advisors near Schaumburg