![Daniel Halstead, financial advisor Wauwatosa WI](/img/ws/profile-blank-sq.png)
Daniel Halstead (CRD# 6365925) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wauwatosa, WI and has over 9 years of experience in the finance industry.
![Robert Abbott, financial advisor Wauwatosa WI](/img/ws/profile-blank-sq.png)
CRD# 170
Mutual Of Omaha Investor Services, Inc.
![Robyn Abel, financial advisor Wauwatosa WI](/img/ws/profile-blank-sq.png)
CRD# 6857150
Landaas & Company
![Naomi Ackley, financial advisor Wauwatosa WI](/img/ws/profile-blank-sq.png)
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Wauwatosa, WI | Nov 2022 - Current | 1 |
Jpmorgan Chase Bank, N.a. | Wauwatosa, WI | Nov 2022 - Current | 1 |
Wells Fargo Clearing Services, LLC | Pewaukee, WI | Apr 2021 - Nov 2022 | 1 |
Wells Fargo Bank, Na | Pewaukee, WI | Apr 2021 - Nov 2022 | 1 |
Jp Morgan Securities LLC | Waukesha, WI | May 2015 - Apr 2021 | 5 |
Jpmorgan Chase Bank | Waukesha, WI | May 2015 - Apr 2021 | 5 |
Metlife Securities Inc. | Milwaukee, WI | Sep 2014 - May 2015 | < 1 |
Metlife Securities Inc. | Milwaukee, WI | Jul 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2014 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- TX
- WI
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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