Michael Mihm

Senior Wealth Manager @Annex Wealth Management

Brookfield, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2024 — Present

Senior Wealth Manager @Annex Wealth Management

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Brookfield, WI, US

EDUCATION

1985 — 1989

University of Wisconsin-Madison

Bachelor of Arts (B.A.), Journalism

N/A

The American College of Financial Services

Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998

SKILLS

Financial ServicesStrategyAsset AllocationRisk ManagementRelationship ManagementWealth Management ServicesSmall BusinessMarketing StrategyHigh Net Worth IndividualsManagementSales ManagementHolistic Financial PlanningRetirement PlanningBusiness StrategyFixed AnnuitiesRetirementConsultingManagement ConsultingAccount ManagementSecuritiesSalesLeadershipInvestment AdvisoryPortfolio Management

ABOUT MICHAEL MIHM

As a Wealth Manager and as a fiduciary, I’m passionate about guiding our clients through the various stages of their lives, navigating complex markets, and coaching them through the uncertain times that everyone experiences all the while doing so in their best interest. I’m committed to helping our clients assimilate the financial landscape and use my expertise and resources to cultivate long-term client relationships built on trust.Annex Wealth Management delivers a comprehensive wealth management experience tailor-fitted to your personal needs. We set ourselves apart from nearly all other financial advisors through our commitment to team, technology, and trust.TeamWe provide exceptional service through a team of experts in practically every area of wealth management. The Annex Wealth Management team provides you with in-depth wealth management, including investment planning, insurance planning, estate planning, and tax planning.TechnologyAnnex Wealth Management’s spirit of innovation and dedication to a highly efficient, secure client experience means advantages like insightful, relevant communication; thorough, scalable planning; and a practically paperless onboarding process.TrustAs a Registered Investment Advisor, Annex Wealth Management builds and nurtures trust through a commitment to a fiduciary standard of care, and by providing unbiased advice.We’re independent, so we aren’t owned by a parent company like a bank, insurance, or trust company, where conflicts of interest might be created. Annex Wealth Management doesn’t have proprietary or “in-house” financial products that we sell to clients.

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