Reece Piotter (CRD# 6999541) is an Investment Advisor Representative working at Curi Rmb Capital, LLC 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 |
|---|---|---|---|
| Rmb Capital | Milwaukee, WI | Mar 2023 - Current | 1 |
| Madison Investments | Mequon, WI | Jun 2021 - Mar 2023 | 1 |
| Reinhart Partners, Inc. | Mequon, WI | Jul 2020 - Jun 2021 | < 1 |
| University Of Wisconsin - Milwaukee | Milwaukee, WI | Jan 2017 - May 2020 | 3 |
| Rock Ventures LLC | Detroit, MI | May 2019 - Aug 2019 | < 1 |
| Northwestern Mutual | Glendale, WI | Oct 2018 - Mar 2019 | < 1 |
| Dynamis Software Corporation | Milwaukee, WI | Oct 2017 - Oct 2018 | 1 |
| Enterprise Labor Services | Lansing, MI | May 2016 - Aug 2017 | 1 |
| Lansing Community College | Lansing, MI | Dec 2015 - May 2016 | < 1 |
| Lansing Community College | Lansing, MI | Aug 2015 - May 2016 | < 1 |
| Dunhams Sports | Lansing, MI | May 2015 - May 2016 | 1 |
| East Lansing High School | East Lansing, MI | Sep 2012 - Jun 2015 | 2 |
| Eyde Company | Okemos, MI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- WI
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Total Assets Under Management8,484MILLIONS
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Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VI, VT, WA, WI, WV, WY
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