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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

Tyler Quinn

Client Service Manager

Tirzah Cook

Administrative Assistant

Todd Voit

Chief Investment Strategist

David Fono

Project & Data Analytics Specialist

Kenneth Symes

Branch Director and Wealth Manager

Amanda Ploetz

Client Services Manager

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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