Anne Elizabeth Ramseyer
Investment Adviser Representative at Capital Client Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anne Elizabeth Ramseyer is an investment adviser representative with Capital Client Group, Inc. in Carmel, IN, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Clarendon Insurance Agency, Inc. and Symetra Securities, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 109
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
13 states and territories
Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Oklahoma, South Dakota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Symetra Securities, Inc./ Symetra Life Insurance Co.Oct 2021 – Jan 2023Indianapolis, IN
- Next College Student Athlete (NCSA)May 2021 – Oct 2021Indianapolis, IN
- LululemonOct 2020 – May 2021Indianapolis, IN
- Park TudorAug 2018 – Aug 2020Indianapolis, IN
- International School of IndianaAug 2011 – Aug 2018Indianapolis, IN
- Tez TechnologyJan 2023 – Oct 2023Indianapolis, IN
- AthletaNov 2023 – Feb 2024Indianapolis, IN
- UnemployedFeb 2024 – May 2024Indianapolis, IN
- Capital Group / Capital Client Group, Inc.Jun 2025 – no end date reportedCarmel, IN
- Group1001 Res./Clarendon Ins. Agency, Inc./Delaware Life Ins. CoMay 2024 – Jun 2025Zionsville, IN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Client Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Carmel, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anne Elizabeth Ramseyer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched