Eric Strom, CFP®, EA
Financial Planning Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Milwaukee, US
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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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Financial Planning Manager
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Oct 2021 - 2 years 3 months
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Senior Financial Planner
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Jan 2020 - Oct 2021
Greater Milwaukee Area
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Financial Planning Specialist
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Jan 2018 - Jan 2020
Milwaukee, WI
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Focused Tax Solutions
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United States
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Accounting
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1 - 100 Employee
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Financial Advisor/Tax Planner
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Dec 2016 - Dec 2017
Greater Milwaukee Area
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Education
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2016 - 2018
Boston University
Certificate, Financial Planning -
2003 - 2007
Marlboro College
Bachelor's degree, Biochemistry -
1999 - 2003
Salem High School (Salem, MA)
Community
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