Trevor
Nargis
Annex Wealth Management, LLC
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About this Advisor
Trevor Nargis is a financial advisor who works out of Elm Grove, Wisconsin with a total of 2 years of relevant experience. Nargis is an employee of Annex Wealth Management, LLC. Throughout their career, Nargis has worked at Annex Wealth Management, LLC, U. S. Bank, Refinitiv, Charles Schwab, J.P. Morgan, The Home Depot, Germantown Park And Recreation Department and Student. Nargis maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Wisconsin. Annex Wealth Management, LLC is an advisory firm that has its headquarters in Elm Grove, WI. The company has offices in seven locations and a total of 114 employees. It controls $4 billion in total assets among its 16,177 accounts, placing it among the biggest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 16,177 accounts, 34% are associated with high-net-worth clients who have more than $1 million in investable assets. Annex Wealth Management, LLC 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. Financial management fees usually vary depending on which services are offered. Fees billed by Annex Wealth Management, LLC may include 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
Trevor Nargis Work History
Trevor has been registered as a financial advisor for 2 years.*
Annex Wealth Management, LLC
U. S. Bank
Refinitiv
Charles Schwab
J.P. Morgan
The Home Depot
Germantown Park And Recreation Department
Student
*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 Trevor Nargis 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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