Madelyn Oemig (CRD# 7782933) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has 1 year 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 |
|---|---|---|---|
| Wealthspire Advisors | Milwaukee, WI | Jun 2023 - Current | 1 |
| University Of Wisconsin Madison | Madison, WI | Sep 2020 - May 2023 | 2 |
| Wealthspire Advisors | Milwaukee, WI | Jun 2022 - Jul 2022 | < 1 |
| High School/middle School | South Milwaukee, WI | May 2013 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WI
-
Total Assets Under Management18,872MILLIONS
-
Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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