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Kevin Trecek

Associate Wealth Manager at Annex Wealth Management

  • LinkedIn

Email Email: k****@annexwealth.com

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

I am passionate about helping others to achieve their goals and meet their desired potential. My goal is to assist individuals in building knowledge and understanding of their financial l...

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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

Ron Gawelski

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

Mark Beck

Chief Growth Officer

Brian Bartholomew

Supervisor- Client Operations & Client Service Manager at Annex Wealth Management

Shannon Jarvis

Client Services Manager

Jacob Galante

Client Services Manager

Erin Sanderson

Customer Service Manager

David Batten

Wealth Management Advisor

Courtney Mielke

Client Service Associate

Frequently Asked Questions Regarding Kevin Trecek

Answer: Kevin Trecek works for Annex Wealth Management as Associate Wealth Manager

Answer: Kevin Trecek’s role in Annex Wealth Management is Associate Wealth Manager

Answer: Kevin Trecek's email address is k***@gmail.com

Answer: Kevin Trecek's business email address is k****@annexwealth.com

Answer: Kevin Trecek’s direct phone number is (***)-***-****

Answer: Kevin Trecek works in the industry of: Investment Management

Answer: Kevin Trecek is the current Associate Wealth Manager at Annex Wealth Management.... Read More

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

Answer: Annex Wealth Management's Associate Wealth Manager is Kevin Trecek

Answer: Kevin Trecek contact details:

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

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