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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daye is a financial advisor with Annex Wealth Management, LLC, located in Brookfield, Wisconsin. Jeffrey has been in the industry since 2007 and has extensive experience in providing financial planning, investment management, and other advisory services. Jeffrey is also a Certified Financial Planner. He is committed to providing personalized financial advice to individuals, families, and businesses to help them 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
04/27/2022 - Present
Annex Wealth Management, LLC (Appleton WI)
WI
02/08/2019 - 04/04/2022
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Appleton WI)
IN
10/01/2015 - 11/02/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IL
12/03/2014 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
WI
08/01/2012 - 12/31/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
06/11/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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