David FonoCRD Number: 2517275
Current Firm: Annex Wealth Management, LLC
David Fono (CRD# 2517275) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has 1 year of experience in the finance industry.
Landaas & Company
Annex Wealth Management, LLC
Robert W. Baird & Company Incorporated
|Annex Wealth Management||Elm Grove, WI||Mar 2021 - Current||2|
|Amazon||Oak Creek, WI||Jan 2021 - Feb 2021||< 1|
|Us Bank||Milwaukee, WI||May 2014 - Jan 2021||6|
|M&i N/k/a Bmo Harris||Milwaukee, WI||Jul 2003 - May 2014||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management4,204MILLIONS
Total Number of Accounts16,177ACCOUNTS
Average Account Value$259,877
- 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
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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