Brian Shank (CRD# 6866884) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 5 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 |
|---|---|---|---|
| Lsia | Milwaukee, WI | Nov 2020 - Current | 3 |
| Baird | Milwaukee, WI | Apr 2019 - Nov 2020 | 1 |
| Compass Distributors, LLC | Milwaukee, WI | May 2018 - Jan 2019 | < 1 |
| Usa Mutuals | Milwaukee, WI | Apr 2018 - Jan 2019 | < 1 |
| Baird | Milwaukee, WI | Sep 2017 - Apr 2018 | < 1 |
| Na | Milwaukee, WI | May 2017 - Sep 2017 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2016 - May 2017 | < 1 |
| Ls Investment Advisors, LLC | Milwaukee, WI | Jun 2016 - Aug 2016 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2015 - May 2016 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2014 - May 2015 | < 1 |
| Ozaukee Country Club | Mequon, WI | May 2014 - Aug 2014 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- WI
-
Total Assets Under Management803MILLIONS
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$2,250,049
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, LA, MA, MD, MI, NC, NH, NY, TX, WI
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