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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jean Bremmer is a financial advisor with Annex Wealth Management, LLC. Amy has been in the financial industry since 2009 and has a background in financial planning and investment management. Amy holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Amy is registered to provide investment advice in Wisconsin. Amy has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation for a fee
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/30/2016 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
09/22/2015 - 12/31/2018
H. BECK, INC. (Delafield WI)
WI
01/02/2014 - 05/15/2015
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
08/20/2012 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
IL
05/07/2010 - 06/12/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
WI
11/13/2009 - 04/22/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MILWAUKEE WI)
BOTH
Issued 12/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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