Liam McKinney
Associate Wealth Strategist at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Milwaukee, Wisconsin, United States, US
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Credentials
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Series 65
NASAAOct, 2022- Oct, 2024
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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Associate Wealth Strategist
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Sep 2023 - Present
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Wealth Management Associate
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Jul 2022 - Sep 2023
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OSTERHOUT & MCKINNEY, P.A.
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United States
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Financial Assistant
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Jan 2019 - Aug 2020
Fiduciary accounting for guardianship clientele Fiduciary accounting for guardianship clientele
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OSTERHOUT & MCKINNEY, P.A.
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United States
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Legal Assistant
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May 2018 - Aug 2018
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Education
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Wisconsin Lutheran College
Bachelor of Business Administration - BBA, Finance
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