Nikolas Hillstrom (CRD# 7649483) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year 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 | Aug 2022 - Current | 1 |
Uw Whitewater | Whitewater, WI | Sep 2018 - Jun 2022 | 3 |
Lincoln Contracting Supply | West Allis, WI | May 2021 - Jan 2022 | < 1 |
Lincoln Contracting Supply | West Allis, WI | Jun 2018 - Jan 2021 | 2 |
Frankiln Public Schools | Franklin, WI | Oct 2012 - Jun 2018 | 5 |
Sendiks Food Market | Franklin, WI | Jul 2016 - Oct 2017 | 1 |
Tuckaway Country Club | Franklin, WI | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 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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