Joseph McDermott (CRD# 4146135) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 20 years of experience in the finance industry.
CRD# 6857150
Robert W. Baird & Company Incorporated
CRD# 5963575
Northwestern Mutual Investment Services,llc
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alaric Distributors, LLC | New York, NY | Jan 2020 - Current | 1 |
| Icv Group, Inc. | New York, NY | Dec 2019 - Current | 1 |
| Alaric Compliance Services, LLC | New York, NY | Jul 2019 - Current | 1 |
| Thl Credit Senior Loan Strategies, LLC | Chicago, IL | Apr 2018 - Jul 2019 | 1 |
| Foreside Fund Services, LLC | Chicago, IL | May 2016 - Apr 2018 | 1 |
| Aviva Investors Americas, LLC | Chicago, IL | Sep 2015 - Apr 2018 | 2 |
| Keeley Investment Corp. | Chicago, IL | Jun 2015 - Sep 2015 | < 1 |
| Keeley Asset Management Corp. | Chicago, IL | Mar 2009 - Sep 2015 | 6 |
| Keeley Investment Corp. | Chicago, IL | Jan 2008 - Sep 2015 | 7 |
| Alaric Compliance Services, LLC | New York, NY | Dec 2007 - Jun 2011 | 3 |
| First Trust Portfolios LP | Lisle, IL | Jul 2006 - Jun 2011 | 4 |
| Bondwave LLC | Lisle, IL | Jul 2006 - Jun 2011 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- TX
-
Total Assets Under Management418MILLIONS
-
Total Number of Accounts509ACCOUNTS
-
Average Account Value$821,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, IL, KY, MI, TX, WI
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