Breanna Strerath (CRD# 6112728) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Delafield, WI and has over 11 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Brookfield, WI | Oct 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Waukesha, WI | Nov 2016 - Oct 2020 | 3 |
| Wells Fargo Advisors, LLC | Waukesha, WI | Sep 2016 - Nov 2016 | < 1 |
| Wells Fargo Funds Distributor | Menomonee Falls, WI | Dec 2014 - Sep 2016 | 1 |
| Wells Fargo Funds Distributor | Menomonee Falls, WI | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- TX
- WI
- VI
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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