Asbjorn (Bjorn) Sanders CFP®
Wealth Manager at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Manager
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Apr 2022 - Present
As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objective; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engage in business development to deliver results. As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objective; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engage in business development to deliver results.
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JP Morgan Chase Bank, N.A.
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Oconomowoc, Wisconsin, United States
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Private Client Advisor
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Nov 2020 - Apr 2022
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TIAA
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor
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Aug 2014 - Nov 2020
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USAA
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United States
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Financial Services
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700 & Above Employee
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Wealth Advisor
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Jul 2004 - Jul 2014
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Education
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University of Phoenix
Bachelor of Science (BS), E-Commerce/Electronic Commerce -
N/A
CERTIFIED FINANCIAL PLANNER™