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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jacobsen is a financial advisor with Annex Wealth Management, LLC. Brian has over 10 years of experience in the financial services industry. Brian holds the Series 63, 65, 7, and SIE licenses. Brian is also a Certified Financial Planner and a Chartered Financial Analyst. Brian specializes in portfolio management for individuals, businesses, and pensions. Brian also provides financial planning and educational seminars. In addition to Brian's work at Annex Wealth Management, Brian also works as an Instructor of Practice at Marquette University.
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
05/04/2023 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
10/12/2010 - 05/04/2023
ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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