Sally Whitmore (CRD# 6399644) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brookfield, WI and has over 8 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 |
|---|---|---|---|
| Fidelity Investments | Brookfield, WI | Oct 2020 - Current | 3 |
| Oarsman Capital | Milwaukee, WI | Aug 2017 - Oct 2020 | 3 |
| Edward Jones | St Louis, MO | Jun 2015 - Jul 2017 | 2 |
| Unemployed | Jefferson, WI | Sep 2014 - Jun 2015 | < 1 |
| House Of Harley | Milwaukee, WI | Sep 2014 - Sep 2014 | < 1 |
| Jefferson Parks And Recreation | Jefferson, WI | Jun 2007 - Aug 2014 | 7 |
| Sunshine Concessions | Milwaukee, WI | Jul 2012 - Jul 2014 | 2 |
| Maruqette University | Milwaukee, WI | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
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