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Kristen Fagan

Office Administrator at Annex Wealth Management

  • LinkedIn

Email Email: k****@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

Cory Borcherdt

Financial Planning Associate

Mike Olson

Operations Assistant

Simon Rech

Compliance Specialist

Jacob Galante

Client Services Manager

Tom B

Financial Planning Specialist

Logan Kepler

Wealth Management Assistant

Frequently Asked Questions Regarding Kristen Fagan

Answer: Kristen Fagan works for Annex Wealth Management as Office Administrator

Answer: Kristen Fagan’s role in Annex Wealth Management is Office Administrator

Answer: Kristen Fagan's email address is k***@gmail.com

Answer: Kristen Fagan's business email address is k****@annexwealth.com

Answer: Kristen Fagan’s direct phone number is (***)-***-****

Answer: Kristen Fagan works in the industry of: Investment Management

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

Answer: Annex Wealth Management's Office Administrator is Kristen Fagan

Answer: Kristen Fagan contact details:

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

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