Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kulakow is an investment advisor representative at Annex Wealth Management, LLC in Brookfield, Wisconsin. Matthew is a registered investment advisor representative with the state of Wisconsin. Matthew has been in the industry for over 10 years and has experience in a variety of financial services roles. Matthew holds the Series 65 license, which allows him to provide investment advice to individuals and families. Matthew's experience includes providing financial planning and investment management services to individuals, families, and businesses.
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
01/27/2025 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
Active
Inactive
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