Jeffrey Stanich (CRD# 6937608) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Libertyville, IL and has over 5 years of experience in the finance industry. Jeffrey Stanich 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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Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Annex Wealth Management | Elm Grove, WI | Jul 2020 - Current | 3 |
| Unemployed | Pleasant Prairie, WI | Jan 2020 - Jul 2020 | < 1 |
| Nadler Financial Group | Deerfield, IL | Oct 2019 - Dec 2019 | < 1 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Sep 2019 - Dec 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Milwaukee, WI | May 2018 - Sep 2019 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2018 - Sep 2018 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - Sep 2018 | < 1 |
| Unemployed | Pleasant Prairie, WI | Aug 2017 - May 2018 | < 1 |
| Ronin Capital | Chicago, IL | Jan 2016 - Aug 2017 | 1 |
| Independent Trader | Pleasant Prairie, WI | Apr 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- IL
- WI
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Total Assets Under Management5,098MILLIONS
-
Total Number of Accounts17,883ACCOUNTS
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Average Account Value$285,091
- 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
- Other
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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