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Kevin Trecek

Annex Wealth Management, LLC

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About Kevin Trecek

Kevin Trecek is an investment advisor representative at Annex Wealth Management, LLC. Kevin joined the firm in May 2023. Kevin has been in the securities industry since July 2021. Prior to joining Annex Wealth Management, LLC, Kevin worked at Thrivent Investment Management Inc. Kevin holds the Series 66, Series 7TO, and SIE exams. Kevin specializes in retirement planning, college savings, and estate planning. Kevin also provides financial planning services for individuals and businesses.

Firm Information

Kevin Trecek is currently registered with Annex Wealth Management, LLC. Annex Wealth Management, LLC is a registered investment advisor with the SEC, headquartered in Brookfield, WI. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other advisory services. They manage over $5.5 billion in assets for individuals, families, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Annex Wealth Management, LLC

17950 W. CORPORATE DRIVE

BROOKFIELD, WI 53045

$5.58B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation for a fee

Consultation for a fee

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Trecek’s Registration & Firm History

WI

05/12/2023 - Present

Annex Wealth Management, LLC (BROOKFIELD WI)

WI

07/15/2021 - 05/10/2023

THRIVENT INVESTMENT MANAGEMENT INC. (WAUKESHA WI)

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Licenses & Designations

BOTH

Issued 08/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Trecek.
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