Jennifer Hipkiss (CRD# 4067352) is an Investment Advisor Representative working at Fiduciaone in Pewaukee, WI and has over 9 years of experience in the finance industry. Jennifer Hipkiss 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 |
|---|---|---|---|
| Fiduciaone | Pewaukee, WI | Jul 2023 - Current | < 1 |
| Tax Management | Menomonee Falls, WI | Dec 2019 - Sep 2023 | 3 |
| Harbour Investments, Inc. | Madison, WI | Aug 2019 - Sep 2023 | 4 |
| Hipkiss Financial | Pewaukee, WI | Jan 2005 - Aug 2019 | 14 |
| Thrivent Investment Management Inc. | Minnepolis, MN | Feb 2017 - Jul 2019 | 2 |
| University Of Ca Irvine Extention | Irvine, CA | Jan 2005 - Feb 2017 | 12 |
| Educators Credit Union | Milwaukee, WI | Feb 2014 - Mar 2015 | 1 |
| Cuso Financial Services | San Diego, CA | Feb 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- CA
- WI
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$189,733
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WI
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