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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McKnight is a financial advisor registered in Wisconsin with Annex Wealth Management, LLC. James is licensed in both Wisconsin and Illinois, and has a background in the financial services industry, having worked for a number of firms in the past. James has a strong understanding of the investment markets and provides financial planning and investment management services to individuals, corporations, and trusts. James is dedicated to helping clients 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
01/01/2025 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
01/30/2018 - 03/14/2023
CHARLES SCHWAB & CO., INC. (Brookfield WI)
IL
05/18/2011 - 11/09/2017
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
NJ
12/13/2005 - 12/20/2010
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
OH
11/15/2004 - 10/10/2005
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
CA
01/17/2002 - 09/30/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CO
11/21/2000 - 01/08/2002
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MO
07/28/1995 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/29/1999 - 11/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
01/13/1995 - 02/23/1996
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 09/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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