Jacob
Rabay
Annex Wealth Management, LLC
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About this Advisor
Jacob Rabay is a financial advisor working out of Elm Grove, Wisconsin with a total of 1 year of relevant experience. Rabay is currently employed by Annex Wealth Management, LLC. During their career, the advisor has held roles at Bci Contracting, North Hills Country Club, Mfhs, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Daniel G Krivos, Northwestern Mutual Wealth Management Company, Annex Wealth Management and University Of Wisconsin - Oshkosh. Rabay holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Annex Wealth Management, LLC is a financial advisory company operating out of Elm Grove, WI. The company has offices in seven locations and a total of 114 advisors. It has $4 billion in assets between its 16,177 customer accounts, making it one of the biggest firms in the nation 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 at least $1 million in assets. The firm has 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 are based on which services the firm provides the client. However, fee types charged by Annex Wealth Management, LLC likely are comprised of some combination 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
Jacob Rabay Work History
Jacob has been registered as a financial advisor for 1 years.*
Annex Wealth Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Bci Contracting
Daniel G Krivos
University Of Wisconsin - Oshkosh
North Hills Country Club
Mfhs
*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 Jacob Rabay 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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