Kenneth Symes, financial advisor Elm Grove WI
90 score

Kenneth Symes

CRD Number: 6194930
Current Firm: Annex Wealth Management, LLC

Kenneth Symes (CRD# 6194930) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Bethesda, MD Sep 2014 - Current 3
Annex Wealth Manangement, LLC El Grove, WI Sep 2014 - Current 3
I Am Licensed To Sell Insurance Products In Wisconsin. Elm Grove, WI Sep 2014 - Current 3
I Am Affiliated With An Outside Ria, Annex Advisory Services, Ll Elm Grove, WI Aug 2014 - Current 3
I Am Affiliated With An Outside Ria, Annex Advisory Services, Ll Elm Grove, WI Aug 2014 - Current 3
Mml Investors Services Brookfield, WI Jun 2013 - Sep 2014 1
Mass Mutual Brookfield, WI May 2013 - Sep 2014 1
Self Employed Port Washington, WI Mar 2012 - May 2013 1
Wisconsin Dnr Madison, WI Jan 2011 - Mar 2012 1
Wisconsin Dnr Madison, WI Oct 2007 - Dec 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kenneth J. Symes
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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