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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Coleman is a financial advisor currently registered with Annex Wealth Management, LLC, based in Brookfield, WI. Previously, Frederick Coleman was associated with Robert W. Baird & Co. Incorporated in Milwaukee, WI and Wells Fargo Funds Distributor, LLC in Menomonee Falls, WI. Frederick Coleman holds the Series 7, Series 63 and Series 65 licenses. Frederick Coleman has a history of working with individuals, pension and profit sharing plans and charitable 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
10/11/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
07/01/2015 - 09/29/2022
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/06/2013 - 06/10/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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