Kevin Trecek

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

Finance & AccountingView LinkedIn profile

About Kevin Trecek

I am passionate about helping others to achieve their goals and meet their desired…

Experience

Associate Wealth Manager
Annex Wealth Management
May 2023 — Present

Contact information

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Work email
•••••@annexwealth.com
Personal email
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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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About Kevin Trecek

Experience

Associate Wealth Manager

Find verified contacts for anyone on LinkedIn