David Fisher (CRD# 6239544) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Annex Wealth Management | Elm Grove, WI | Oct 2022 - Current | 1 |
Johnson Bank | Milwaukee, WI | May 2022 - Oct 2022 | < 1 |
Johnson Wealth Inc. | Milwaukee, WI | Sep 2021 - Oct 2022 | 1 |
Fis | Milwaukee, WI | Apr 2021 - Sep 2021 | < 1 |
Scott Mila | Waukesha, WI | Feb 2020 - Mar 2021 | 1 |
Christopher Fugman | Glendale, WI | Oct 2018 - Feb 2020 | 1 |
Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jan 2014 - Oct 2018 | 4 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2013 - Sep 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2014 |
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- WI
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Total Assets Under Management5,098MILLIONS
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Total Number of Accounts17,883ACCOUNTS
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Average Account Value$285,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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