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Kathy Croak

Client Service Manager at Annex Wealth Management

  • LinkedIn

Email Email: k****@annexwealth.com

phone noPhone Number: (***)-***-****

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ANNEX WEALTH MANAGEMENT

ANNEX WEALTH MANAGEMENT

  • description Description
    Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. Weve earned a reputation for ex...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Annex Wealth Management Org Chart and Mapping

Employees

Kevin Trecek

Associate Wealth Manager

Susan Felton

Client Services Manager

Melissa Montguire

Lead Client Service Manager

Cory Borcherdt

Financial Planning Associate

Rebecca Camann

Client Operations Specialist

Brady Michaelis

Wealth Management Assistant

Frequently Asked Questions Regarding Kathy Croak

Answer: Kathy Croak works for Annex Wealth Management as Client Service Manager

Answer: Kathy Croak’s role in Annex Wealth Management is Client Service Manager

Answer: Kathy Croak's email address is k***@gmail.com

Answer: Kathy Croak's business email address is k****@annexwealth.com

Answer: Kathy Croak’s direct phone number is (***)-***-****

Answer: Kathy Croak works in the industry of: Investment Management

Answer: Kathy Croak works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States

Answer: Annex Wealth Management's Client Service Manager is Kathy Croak

Answer: Kathy Croak contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@annexwealth.com

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