Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Strom is a financial professional with over 10 years of experience in the financial services industry. Eric is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 securities licenses. Eric has been associated with Annex Wealth Management, LLC since 2018. Previously, Eric was affiliated with H. Beck, Inc. and Securities Service Network, Inc. Annex Wealth Management is a financial advisory firm with offices in Brookfield, Wisconsin. The firm specializes in financial planning, investment management, and retirement planning. Annex Wealth Management has a strong commitment to providing personalized service to its clients. Eric and Annex Wealth Management, LLC strive to help individuals and families achieve their financial goals.
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
01/29/2018 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
01/24/2018 - 12/31/2018
H. BECK, INC. (ELM GROVE WI)
WI
05/01/2017 - 12/11/2017
SECURITIES SERVICE NETWORK, INC. (BROOKFIELD WI)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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