Glen Colwell (CRD# 3171133) is an Investment Advisor Representative working at Anew Advisors, LLC in Whitefish Bay, WI and has over 24 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 |
|---|---|---|---|
| Anew Advisors, LLC | Wauwatosa, WI | Sep 2021 - Current | 2 |
| Adviseme National Advisors | Milwaukee, WI | Oct 2015 - Oct 2021 | 6 |
| Independent Financial Group | Milwaukee, WI | Oct 2015 - Oct 2021 | 6 |
| Brian Dix | Milwaukee, WI | Nov 2011 - Oct 2015 | 3 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Nov 2011 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2000 |
- WI
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$454,955
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NE, WI
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