Kevin Breckenfelder (CRD# 4748541) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Colgate, WI and has over 20 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Colgate, WI | Jan 2017 - Current | 7 |
| Transamerica Retirement Solutions | Colgate, WI | Jan 2017 - Current | 7 |
| Lpl Financial LLC | Brookfield, WI | Mar 2015 - Dec 2016 | 1 |
| Bank Mutual | Brookfield, WI | Mar 2015 - Dec 2016 | 1 |
| J.p. Morgan Securities LLC | Pewaukee, WI | Oct 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- WI
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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