Adam
Ruhland
Annex Wealth Management, LLC
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About this Advisor
Adam Ruhland is a financial advisor operating out of Elm Grove, Wisconsin, who has 1 year of relevant experience. Ruhland works at Annex Wealth Management, LLC. During their career, Ruhland has held roles at Cardinal Glass, Scottrade Inc, University Of Wisconsin- Milwaukee, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Jp Morgan Securities, LLC, Jpmorgan Chase Bank, N.A and Annex Wealth Management. Ruhland maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Wisconsin. Annex Wealth Management, LLC is a registered investment firm operating out of Elm Grove, WI. The investment advisory business has offices in seven locations and a total of 114 advisors. It handles $4 billion in assets under management between its 16,177 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 16,177 accounts, 34% are associated with high-net-worth individuals who have at least $1 million in assets. Annex Wealth Management, LLC offers a number of services, including 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. Fees charged by financial advisors vary depending on which service is offered. Fees billed by Annex Wealth Management, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Annex Wealth Management, LLC Brokerage Details
$4,204,033,713
114
16,177
$259,877
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
Adam Ruhland Work History
Adam has been registered as a financial advisor for 1 years.*
Annex Wealth Management
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Jp Morgan Securities, LLC
Jpmorgan Chase Bank, N.A
Scottrade Inc
Scottrade Inc
Cardinal Glass
University Of Wisconsin- Milwaukee
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Ruhland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Annex Wealth Management, LLC
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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