Brent Adams (CRD# 5877401) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 2 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 |
---|---|---|---|
Ellenbecker Investment Group, Inc. | Pewaukee, WI | Jan 2021 - Current | 3 |
Unemployed | Cudahy, WI | Dec 2020 - Jan 2021 | < 1 |
Franklin Meats | Franklin, WI | Jul 2020 - Dec 2020 | < 1 |
Unemployed | Cudahy, WI | May 2020 - Jul 2020 | < 1 |
African American Chamber Of Commerce Wi | Milwaukee, WI | May 2019 - May 2020 | 1 |
Refinitive | Brookfield, WI | Jan 2019 - May 2019 | < 1 |
African American Chamber Of Commerce Wi | Milwaukee, WI | Jun 2018 - May 2019 | < 1 |
Hotel Madrid | Milwaukee, WI | Jul 2018 - Jan 2019 | < 1 |
Aimbridge Hospitality | Milwaukee, WI | Mar 2018 - Aug 2018 | < 1 |
Unemployed | Shorewood, WI | Apr 2017 - Mar 2018 | < 1 |
Uniplan Investment Counsel | Union Grove, WI | May 2013 - Apr 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- WI
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts2,060ACCOUNTS
-
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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