Mark
Beck
Annex Wealth Management, LLC
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About this Advisor
Mark Beck is a financial advisor based in Elm Grove, Wisconsin with a total of 14 years of industry experience. Beck is on the advisory team at Annex Wealth Management, LLC. They have spent their whole employment at Annex Wealth Management, Llc. Beck holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Wisconsin. Annex Wealth Management, LLC is a company based in Elm Grove, WI. The firm has offices in seven locations and a total of 114 employees. It has $4 billion in assets among its 16,177 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 16,177 accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Annex Wealth Management, LLC provides a diverse set 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. Financial advisory fee schedules typically are based on which services are offered. Fee types billed by Annex Wealth Management, LLC 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
Mark Beck Work History
Mark has been registered as a financial advisor for 14 years.*
Annex Wealth Management, LLC
*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 Mark Beck 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
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