Kevin McAuliffe (CRD# 4570171) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 21 years 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 |
|---|---|---|---|
| Russell Investments | Seattle, WA | Aug 2019 - Current | 4 |
| Forum Financial Management, LP | Lombard, IL | Feb 2019 - Jun 2019 | < 1 |
| Ehlert Financial Group, Inc. | Lincolnshire, IL | Jan 2019 - Jun 2019 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Apr 2014 - Jan 2019 | 4 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Apr 2014 - Jan 2019 | 4 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Apr 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- WA
- WI
-
Total Assets Under Management52,481MILLIONS
-
Total Number of Accounts70,944ACCOUNTS
-
Average Account Value$739,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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