Kieran Bieneman (CRD# 7663070) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pewaukee, 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 |
|---|---|---|---|
| Park Avenue Securities | Pewaukee, WI | Jan 2023 - Current | 1 |
| Guadian Life Insurance Company | Pewaukee, WI | Nov 2022 - Current | 1 |
| Unemployed | Burlington, WI | Jun 2022 - Nov 2022 | < 1 |
| Costco Wholesale Corp | Pewaukee, WI | Jan 2022 - Jun 2022 | < 1 |
| Carroll University | Waukesha, WI | Sep 2021 - Jan 2022 | < 1 |
| Roundys Distribution Center | Oconomowoc, WI | Jun 2020 - Sep 2021 | 1 |
| Naturescape | Muskego, WI | May 2019 - Jun 2020 | 1 |
| Wilmot Mountain | Wilmot, WI | Dec 2018 - May 2019 | < 1 |
| Burlington United Soccer Club (busc) | Burlington, WI | Apr 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- WI
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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