Jean Range (CRD# 1595367) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 24 years of experience in the finance industry. Jean Range has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellenbecker Investment Group | Pewaukee, WI | Jan 2009 - Current | 15 |
| Sii Investments, Inc. | Pewaukee, WI | Jan 2009 - Current | 15 |
| Ernst & Young LLP | Milwaukee, WI | May 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- WI
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts2,060ACCOUNTS
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Average Account Value$723,950
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, NC, NE, NY, OH, SC, TN, TX, VA, WA, WI
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