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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jane Kyle is a financial advisor with Annex Wealth Management, LLC. She is registered with the state of Wisconsin. Sarah Jane Kyle has been in the financial services industry since 1995. Sarah Jane Kyle has experience working with clients of various types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. She is a graduate of the University of Wisconsin-Madison and holds a Series 7, 63, 66, and SIE licenses. Sarah Jane Kyle specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and publication of periodicals.
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
03/31/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
06/26/2019 - 10/15/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (Milwaukee WI)
WI
02/21/2017 - 05/24/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BROOKFIELD WI)
WI
03/14/2016 - 01/24/2017
RBC CAPITAL MARKETS, LLC (BROOKFIELD WI)
WI
11/07/1995 - 08/04/2008
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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