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Logan Kepler

Wealth Management Assistant at Annex Wealth Management

  • LinkedIn

Email Email: l****@annexwealth.com

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

I am currently a Wealth management Assistant at Annex Wealth Management. In this role, I work with wealth managers to ensure that our clients have the best experience possible.I graduated...

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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

Matthew Morzy

Investment Team Manager

Courtney Mielke

Client Service Associate

Melissa Montguire

Lead Client Service Manager

Heather Shutta

Lead Client Service Manager

Cfp® Jenny Jesse

Financial Planning Specialist

Carl Holzem

Client Services Manager

Frequently Asked Questions Regarding Logan Kepler

Answer: Logan Kepler works for Annex Wealth Management as Wealth Management Assistant

Answer: Logan Kepler’s role in Annex Wealth Management is Wealth Management Assistant

Answer: Logan Kepler's email address is l***@gmail.com

Answer: Logan Kepler's business email address is l****@annexwealth.com

Answer: Logan Kepler’s direct phone number is (***)-***-****

Answer: Logan Kepler works in the industry of: Investment Management

Answer: Logan Kepler is the current Wealth Management Assistant at Annex Wealth Management.... Read More

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

Answer: Annex Wealth Management's Wealth Management Assistant is Logan Kepler

Answer: Logan Kepler contact details:

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

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