Merissa Slowik (CRD# 7480278) is an Investment Advisor Representative working at Johnson Wealth Inc. 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 |
---|---|---|---|
Johnson Wealth Inc. | Milwaukee, WI | Jun 2020 - Current | 3 |
Johnson Bank | Milwaukee, WI | Jun 2020 - Current | 3 |
Walt Disney World | Orlando, FL | Jan 2020 - Mar 2020 | < 1 |
Center For Students With Disabilities At Uw-whitewater | Whitewater, WI | Sep 2018 - Dec 2019 | 1 |
Full-time Student | Round Lake Beach, IL | Jan 2011 - Dec 2019 | 8 |
Apollo Retail Specialists | Gurnee, IL | May 2016 - Sep 2019 | 3 |
Johnson Financial Group | Milwaukee, WI | Jun 2019 - Aug 2019 | < 1 |
Abercrombie & Fitch | Gurnee, IL | Jun 2015 - Aug 2018 | 3 |
Kiefer Usa | Lindenhurst, IL | May 2017 - Aug 2017 | < 1 |
Ruffalo Noel Levitz | Whitewater, WI | Jan 2017 - May 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- WI
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Total Assets Under Management8,436MILLIONS
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Total Number of Accounts2,516ACCOUNTS
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Average Account Value$3,352,928
- A percentage of assets under your management
- 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)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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