Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Fono is a financial advisor registered with the state of Wisconsin. David is associated with Annex Wealth Management, LLC, an investment firm with offices in Brookfield, Wisconsin. David has been in the financial services industry for over 7 years. David specializes in providing financial planning, portfolio management, and investment advisory services for a variety of clients. David has earned the Series 65 license.
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
09/13/2021 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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