Maxwell Boehm (CRD# 7072017) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Waukesha, WI and has over 5 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 |
---|---|---|---|
Scf Investment Advisor, Inc. | San Diego, CA | Jul 2023 - Current | < 1 |
Health Hut Natural Foods, Inc. | West Allis, WI | Aug 2018 - Current | 5 |
Global View Capital Management, LLC | Waukesha, WI | Feb 2019 - Jul 2023 | 4 |
Du Charme Financial & Business Solutions, LLC | New Berlin, WI | Jan 2019 - Jul 2023 | 4 |
Global View Capital Insurance Services, LLC | Waukesha, WI | Oct 2018 - Jul 2023 | 4 |
Global View Capital Advisors, LLC | Waukesha, WI | Aug 2018 - Jul 2023 | 4 |
Uw-oshkosh | Oshkosh, WI | Sep 2013 - May 2018 | 4 |
Du Charme Financial & Business Solutions, LLC | New Berlin, WI | Jul 2017 - Sep 2017 | < 1 |
Buyvites, Inc. | New Berlin, WI | Jun 2014 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- WI
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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