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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott Vidmar is a financial advisor with Annex Wealth Management, LLC. He has been in the industry since 2016 and holds several industry certifications. Gregory Scott Vidmar is a Certified Financial Planner™ professional. Gregory Scott Vidmar is currently registered in Wisconsin. Annex Wealth Management, LLC is a firm that provides a variety of financial services to individuals and businesses. The firm has a focus on financial planning, portfolio management, and educational seminars. Annex Wealth Management, LLC has a strong track record of success in the industry.
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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2
WI
09/14/2021 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
01/18/2017 - 09/09/2021
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
04/02/2016 - 01/18/2017
MSI FINANCIAL SERVICES, INC. (La Crosse WI)
BOTH
Issued 05/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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