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James Dummert

Financial Planner at Annex Wealth Management

  • LinkedIn

Email Email: j****@annexwealth.com

phone noPhone Number: (***)-***-****

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ANNEX WEALTH MANAGEMENT

ANNEX WEALTH MANAGEMENT

  • description Description
    Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. Weve earned a reputation for ex...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Annex Wealth Management Org Chart and Mapping

Employees

Tirzah Cook

Administrative Assistant

Melanie Funk

Client Operations Specialist

Nikki Trudell

Client Service Specialist

Ron Gawelski

Stockbroker-Not a Mutual Fund ,Annuity,or Etf Purveyor

Tom B

Financial Planning Specialist

Amanda Ploetz

Client Services Manager

Matthew Morzy

Investment Team Manager

Frequently Asked Questions Regarding James Dummert

Answer: James Dummert works for Annex Wealth Management as Financial Planner

Answer: James Dummert’s role in Annex Wealth Management is Financial Planner

Answer: James Dummert's email address is j***@gmail.com

Answer: James Dummert's business email address is j****@annexwealth.com

Answer: James Dummert’s direct phone number is (***)-***-****

Answer: James Dummert works in the industry of: Investment Management

Answer: James Dummert works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States

Answer: Annex Wealth Management's Financial Planner is James Dummert

Answer: James Dummert contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@annexwealth.com

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