Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mihm is a financial advisor with Annex Wealth Management, LLC. Michael has been working in the financial industry for over 20 years. Michael holds Series 6, 7, 63, and 66 licenses and is also a Chartered Financial Consultant. Michael has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Michael is registered in Wisconsin. Previously, Michael has worked at H. Beck, Inc., BMO Harris Financial Advisors, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated.
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
10/10/2017 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
10/04/2017 - 12/31/2018
H. BECK, INC. (Milwaukee WI)
WI
07/10/2013 - 09/12/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
03/14/2003 - 05/16/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/04/2000 - 01/16/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
05/06/1994 - 11/15/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/06/1994 - 11/15/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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