Patricia Tobin, financial advisor Elm Grove WI

Patricia Tobin

CRD Number: 2311417
Current Firm: Annex Wealth Management, LLC

Patricia Tobin (CRD# 2311417) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 28 years of experience in the finance industry. Patricia Tobin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Annex Wealth Management Elm Grove, WI Apr 2018 - Current 3
Unemployed Milwaukee, WI Jan 2016 - Apr 2018 2
Accenture Chicago, IL Apr 1995 - Jan 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
Contact Info for Patricia K. Tobin
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,785
    MILLIONS
  • Total Number of Accounts
    13,553
    ACCOUNTS
  • Average Account Value
    $279,298
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, MI, MN, MO, MT, NC, NH, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI

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