Patrick Hickey (CRD# 4041434) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 24 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 |
|---|---|---|---|
| Johnson Wealth Inc. | Milwaukee, WI | Mar 2021 - Current | 3 |
| Johnson Bank | Milwaukee, WI | Mar 2021 - Current | 3 |
| None | Milwaukee, WI | Oct 2020 - Mar 2021 | < 1 |
| Associated Investment Services, Inc. | Green Bay, WI | Oct 2013 - Oct 2020 | 7 |
| Associated Bank | Chicago, IL | Nov 2011 - Oct 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- 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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