Michael Grabowski (CRD# 1408376) is an Investment Advisor Representative working at Avantax Advisory Services in Milwaukee, WI and has over 38 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 |
|---|---|---|---|
| Insight Accounting & Financial Consulting, Inc. | Milwaukee, WI | Feb 2005 - Current | 19 |
| Avantax Advisory Sevices | Milwaukee, WI | Feb 1998 - Current | 26 |
| Avantax Investment Services, Inc. | Milwaukee, WI | Oct 1992 - Current | 31 |
| Avantax Insurance Agency, LLC | Milwaukee, WI | Oct 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
- WI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- 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, VT, WA, WI, WV, WY
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