Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Murtos is a financial advisor with Annex Wealth Management, LLC, located in Brookfield, Wisconsin. Michael has been in the financial services industry for over 30 years. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with experience providing financial advice to individuals, families, and businesses. Michael is also registered as an investment advisor representative in Illinois, Minnesota, and Wisconsin.
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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2
WI
11/01/2016 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
11/15/2016 - 12/31/2018
H. BECK, INC. (ELM GROVE WI)
WI
04/01/2013 - 10/24/2016
CETERA ADVISOR NETWORKS LLC (OAK CREEK WI)
WI
05/21/2012 - 04/02/2013
COORDINATED CAPITAL SECURITIES, INC. (OAK CREEK WI)
WI
02/15/1995 - 02/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
IL
04/10/1991 - 02/14/1995
BURKE CHRISTENSEN & LEWIS SECURITIES INC. (CHICAGO IL)
NA
03/01/1990 - 05/09/1990
HAMILTON INVESTMENTS, INC.
MN
02/13/1990 - 03/06/1990
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
BOTH
Issued 06/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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