Deborah Cecsarini (CRD# 7122325) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 4 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Baird | Milwaukee, WI | May 2019 - Current | 4 |
Self Employment | Whitefish Bay, WI | Jul 2003 - Current | 20 |
Marquette University | Milwaukee, WI | Jan 2019 - May 2019 | < 1 |
Haggar Audio Productions | Madison, WI | Mar 2019 - Mar 2019 | < 1 |
Milwaukee Repertory Theatre | Milwaukee, WI | Nov 2018 - Dec 2018 | < 1 |
Next Act Theatre | Milwaukee, WI | Sep 2018 - Oct 2018 | < 1 |
Door Shakespeare | Baileys Harbor, WI | Jun 2018 - Aug 2018 | < 1 |
Glenside Productions | Muskegon, MI | May 2018 - May 2018 | < 1 |
Baltimore Center Stage | Baltimore, MD | Mar 2018 - Apr 2018 | < 1 |
Glenside Productions | Muskegon, MI | Feb 2018 - Feb 2018 | < 1 |
Milwaukee Repertory Theatre | Milwaukee, WI | Nov 2017 - Feb 2018 | < 1 |
Next Act Theatre | Milwaukee, WI | Sep 2017 - Oct 2017 | < 1 |
Glenside Productions | Muskegon, MI | Jul 2017 - Oct 2017 | < 1 |
Door Shakespeare | Baileys Harbor, WI | Jun 2017 - Aug 2017 | < 1 |
Glenside Productions | Muskegon, MI | May 2017 - May 2017 | < 1 |
Milwaukee Chamber Theatre | Milwaukee, WI | Mar 2017 - Apr 2017 | < 1 |
Next Act Theatre | Milwaukee, WI | Jan 2017 - Feb 2017 | < 1 |
Milwaukee Repertory Theatre | Milwaukee, WI | Nov 2016 - Dec 2016 | < 1 |
Illinois Shakespeare Festival | Bloomington, IL | May 2016 - Aug 2016 | < 1 |
Next Act Theatre | Milwaukee, WI | Mar 2016 - May 2016 | < 1 |
Milwaukee Repertory Theatre | Milwaukee, WI | Nov 2015 - Dec 2015 | < 1 |
American Players' Theatre | Spring Green, WI | May 2015 - Oct 2015 | < 1 |
Next Act Theatre | Milwaukee, WI | Mar 2015 - Apr 2015 | < 1 |
Milwaukee Repertory Theatre | Milwaukee, WI | Oct 2014 - Feb 2015 | < 1 |
Illinois Shakespeare Festival | Bloomington, IL | May 2014 - Aug 2014 | < 1 |
Dewey Decimal Productions | Muskegon, WI | May 2014 - May 2014 | < 1 |
Marquette University | Milwaukee, WI | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- WI
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.