Gregory
Vidmar
Annex Wealth Management, LLC
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About this Advisor
Gregory Vidmar is a financial advisor who works in Elm Grove, Wisconsin who has 2 years of industry experience. Vidmar is an advisor for Annex Wealth Management, LLC. Vidmar has gained experience at Inland, Pet Me Scratch Me, Schroeder Moving Systems, University Of Wisconsin-Lacrosse, Cutting Edge, Univeristy Of Wisconsin-Lacrosse, Metlife Securities Inc, Woodbury Financial Services Inc and Annex Wealth Management. Vidmar holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Annex Wealth Management, LLC is a company based in Elm Grove, WI. The investment advisory business has offices in seven locations and a total of 114 employees. It controls $4 billion in assets across its 16,177 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 16,177 client accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets. Annex Wealth Management, LLC performs a broad assortment 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 for financial advisory services typically vary depending on which service is provided. However, fee types billed by Annex Wealth Management, LLC likely consist 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
Gregory Vidmar Work History
Gregory has been registered as a financial advisor for 2 years.*
Annex Wealth Management
Woodbury Financial Services Inc
Inland
Pet Me Scratch Me
Metlife Securities Inc
Schroeder Moving Systems
University Of Wisconsin-Lacrosse
Cutting Edge
Univeristy Of Wisconsin-Lacrosse
*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 Gregory Vidmar 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
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Elm Grove, WI
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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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