Keith Butler

Wealth Manager at Annex Wealth Management

Role: Wealth Manager at Annex Wealth Management
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Manager
Annex Wealth Management
Jul 2020 — Present · Elm Grove, WI, US

Education

Wisconsin School of Business
BBA
1977 — 1981
University of Wisconsin Law School
JD
1981 — 1984

Skills

Strategic Planning
Legal Research
Financial Planning
Portfolio Management
Mergers
Real Estate
Llc
Legal Writing
Litigation
Financial Analysis
Human Resources
Trusts
Corporate Law
Investments
Leadership
Estate Planning
Banking
Risk Management
Strategic Financial Planning
Employee Benefits
Mergers & Acquisitions

Contact information

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Work email
•••••@annexwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Annex Wealth Management

Financial Services · 191 employees · Brookfield, Wisconsin, United States

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

annexwealth.com

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Experience

Wealth Manager

Education

Wisconsin School of Business

University of Wisconsin Law School

Skills

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