Ryan Fritz (CRD# 7493998) 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 | Dec 2021 - Current | 2 |
| Steinhafels | Waukesha, WI | Oct 2020 - Nov 2021 | 1 |
| Km3 Management, LLC | Milwaukee, WI | May 2018 - Oct 2020 | 2 |
| Festival Foods | Fort Atkinson, WI | Sep 2019 - May 2020 | < 1 |
| Briggs And Stratton Corp. | Milwaukee, WI | May 2019 - Aug 2019 | < 1 |
| Paratech | Milwaukee, WI | May 2017 - May 2019 | 2 |
| Pick N Save | Pewaukee, WI | Apr 2015 - May 2017 | 2 |
| Arrowhead School District | Hartland, WI | Jun 2012 - Jun 2016 | 4 |
| Basses Taste Of Country | Colgate, WI | Jun 2014 - Nov 2014 | < 1 |
| Mcdonalds | Pewaukee, WI | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 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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