Mark
Strey
Annex Wealth Management, LLC
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About this Advisor
Mark Strey is a certified financial planner based in Elm Grove, Wisconsin, who has 5 years of industry experience. Strey is on the advisory team at Annex Wealth Management, LLC. Strey has gained experience at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, H. Beck, Inc and Annex Wealth Management. Strey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Annex Wealth Management, LLC is a financial advisory firm based out of Elm Grove, WI. It has offices in seven locations and a total of 114 financial advisors. It manages $4 billion in total assets between its 16,177 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 16,177 client accounts, 34% are associated with high-net-worth clients who have greater than $1 million in investable assets. Annex Wealth Management, LLC offers a number 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 charged by financial advisors usually depend on which services are provided. However, fees charged by Annex Wealth Management, LLC can be comprised of any 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
Mark Strey Work History
Mark has been registered as a financial advisor for 5 years.*
Annex Wealth Management
H. Beck, Inc
Annex Wealth Management
Mutual Of Omaha
Mutual Of Omaha Investor Services, Inc
*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 Strey 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
