Kylee Paradowski (CRD# 7266897) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 3 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 |
|---|---|---|---|
| Diversified Management, Inc. | Milwaukee, WI | Sep 2020 - Current | 3 |
| Client First Investment Management, LLC | West Bend, WI | Jun 2020 - Aug 2020 | < 1 |
| Client First Investment Management, LLC | West Bend, WI | May 2018 - Aug 2020 | 2 |
| University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2016 - Dec 2019 | 3 |
| Kohl's Department Store | Grafton, WI | May 2017 - May 2018 | 1 |
| Comfort Inn & Suites | Grafton, WI | Jun 2014 - Aug 2016 | 2 |
| Port Washington High School | Port Washington, WI | Sep 2012 - Jun 2016 | 3 |
| Thomas Jefferson Middle School/port Washington High School | Port Washington, WI | Sep 2008 - Jun 2016 | 7 |
| Port Washington Parks & Recreation Department | Port Washington, WI | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- TX
- WI
-
Total Assets Under Management1,576MILLIONS
-
Total Number of Accounts1,640ACCOUNTS
-
Average Account Value$961,168
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NH, NY, SC, TX, WI
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