Donald Brovick (CRD# 4706529) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 19 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 |
|---|---|---|---|
| Principal Securities | Wauwatosa, WI | Mar 2016 - Current | 8 |
| Principal Life Insurance | Des Moines, IA | Jan 2016 - Current | 8 |
| Princor Financial Services | Janesville, WI | Mar 2016 - Mar 2016 | < 1 |
| Johnson Bank | Janesville, WI | Jul 2014 - Jan 2016 | 1 |
| Banc One Investment Advisors | Janesville, WI | Mar 2003 - Jul 2015 | 12 |
| J.p. Morgan Institutional Investments Inc. | Janesville, WI | Apr 2005 - Jul 2014 | 9 |
| Bank One Trust Company, N.a. | Janesville, WI | May 1993 - Jul 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- TX
- WI
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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