Naomi Ackley, financial advisor Brookfield WI

Naomi Ackley

CRD Number: 6289332
Current Firm: Annex Wealth Management, LLC

Naomi Ackley (CRD# 6289332) 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.

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Company Name Location Dates Years
Annex Wealth Management Elm Grove, WI Sep 2020 - Current 3
Annex Wealth Management Elm Grove, WI Sep 2019 - Sep 2020 1
Cedarpoint Investment Advisors N/k/a Midland Financial Advisors Delafield, WI Sep 2014 - Sep 2019 5
Cedarpoint Investment Advisors, Inc. Delafield, WI Apr 2013 - Sep 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Naomi K. Ackley
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,098
    MILLIONS
  • Total Number of Accounts
    17,883
    ACCOUNTS
  • Average Account Value
    $285,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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