Justin Weil (CRD# 6520840) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landmark Credit Union | New Berlin, WI | May 2023 - Current | 1 |
| Lpl Financial LLC | New Berlin, WI | May 2023 - Current | 1 |
| Umb Fund Services | Milwaukee, WI | Oct 2020 - Apr 2023 | 2 |
| Bigler Sports | Cedarburg, WI | Sep 2019 - Mar 2022 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2019 - Apr 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Mequon, WI | May 2019 - Apr 2020 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - Apr 2020 | 1 |
| University Of Wisconsin-oshkosh | Oshkosh, WI | Aug 2015 - May 2019 | 3 |
| Wisconsin Club Country Club | Milwaukee, WI | May 2015 - Aug 2017 | 2 |
| Whitefish Bay High School | Whitefish Bay, WI | Sep 2011 - Jun 2015 | 3 |
| Kohls | Whitefish Bay, WI | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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