Jeffrey
Stanich
Annex Wealth Management, LLC
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About this Advisor
Jeffrey Stanich is a financial advisor based in Libertyville, Illinois, working with Annex Wealth Management, LLC. Jeffrey has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Ronin Capital, Northwestern Mutual Wealth Management Company, Nadler Financial Group, Ausdal Financial Partners, Inc, Independent Trader, and Annex Wealth Management. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Jeffrey is part of Annex Wealth Management, LLC, which operates out of Libertyville, Illinois. The firm has 7 offices and 139 employees. The firm manages assets totaling $5.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Annex Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Annex Wealth Management, LLC Brokerage Details
$5,098,289,183
139
17,883
$285,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jeffrey Stanich Work History
Annex Wealth Management
Nadler Financial Group
Ausdal Financial Partners, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Ronin Capital
Independent Trader
Disclosures
Please visit the SEC profile of Jeffrey Stanich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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