Kent
Halleen
Annex Wealth Management, LLC
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About this Advisor
Kent Halleen is a financial advisor operating out of Elm Grove, Wisconsin with a total of 1 year of industry experience. Halleen is currently employed by Annex Wealth Management, LLC. Over the course of their career, Halleen has held roles at Usmc, Annex Wealth Management, Save Your Back Salt, Oconomowoc Lake Club, Wctc, Adc, H.O. Bostrom and Carroll University. Halleen maintains a Series 65 license, designating them as an investment advisor representative, and can work in Wisconsin. Annex Wealth Management, LLC is an advisory business operating out of Elm Grove, WI. It has offices in seven locations and a total of 114 financial advisors. It administers $4 billion in assets among its 16,177 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 16,177 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in investable assets. Annex Wealth Management, LLC performs a diverse set of services, such as 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 management depend on which services are provided. However, fees charged by Annex Wealth Management, LLC likely consist of any 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
Kent Halleen Work History
Kent has been registered as a financial advisor for 1 years.*
Annex Wealth Management
Carroll University
H.O. Bostrom
Adc
Save Your Back Salt
Oconomowoc Lake Club
Wctc
Usmc
*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 Kent Halleen 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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