James McKnight

Director of Wealth Services, CWS at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Hartland, Wisconsin, United States, US

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Credentials

  • Series 65
    FINRA (Financial Industry Regulatory Authority)
    Sep, 2011
    - Oct, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Jun, 1995
    - Oct, 2024
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
    Apr, 1995
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Director of Wealth Services, CWS
      • Jun 2023 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President Branch Manager
      • Jan 2018 - Mar 2023

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  • Ziegler
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Vice President, National Product Manager
      • May 2011 - Oct 2017

  • SunAmerica Retirement Markets, Inc
    • Vice-President, Divisional Sales Director
      • Dec 2005 - Dec 2010

  • Ohio National Financial Services
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Regional Vice President
      • 2004 - 2005

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Regional Vice President
      • 2002 - 2004

  • Transamerica
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Vice President
      • Jun 2000 - Dec 2001

  • Merrill Lynch Life Insurance Group
    • Vice President / District Annuity Specialist
      • Jan 1999 - Jul 2000

  • EVEREN Securities, Inc
    • Assistant Vice President / Assistant Product Manager
      • Jan 1995 - Jan 1999

  • Kemper Investors Life Insurance Company
    • Service Associate, Level II
      • Jan 1993 - Jan 1995

Education

  • Saint Mary's University of Minnesota
    Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
    1988 - 1992
  • Foxboro High School
  • Foxboro High School
  • Foxboro High School

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