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Matthew Cfp®

Wealth Manager at Annex Wealth Management

  • LinkedIn

Email Email: m****@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

Courtney Mielke

Client Service Associate

Kent Halleen

Associate Wealth Manager

Shannon Jarvis

Client Services Manager

Kenneth Symes

Branch Director and Wealth Manager

Kathy Croak

Client Service Manager

Mike Olson

Operations Assistant

Melanie Funk

Client Operations Specialist

Frequently Asked Questions Regarding Matthew Cfp®

Answer: Matthew Cfp® works for Annex Wealth Management as Wealth Manager

Answer: Matthew Cfp®’s role in Annex Wealth Management is Wealth Manager

Answer: Matthew Cfp®'s email address is m***@gmail.com

Answer: Matthew Cfp®'s business email address is m****@annexwealth.com

Answer: Matthew Cfp®’s direct phone number is (***)-***-****

Answer: Matthew Cfp® works in the industry of: Investment Management

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

Answer: Annex Wealth Management's Wealth Manager is Matthew Cfp®

Answer: Matthew Cfp® contact details:

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

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