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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylee? Claim Your ProfileKaylee Jade Urbanek is an Investment Advisor Representative at Annex Wealth Management, LLC. Kaylee is a graduate of the University of Wisconsin-Madison and has been in the financial services industry since 2013. Kaylee specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and non-profit 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
10/13/2023 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IA
Issued 10/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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