Liam McKinney

Associate Wealth Strategist at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US

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Bio

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Credentials

  • Series 65
    NASAA
    Oct, 2022
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Associate Wealth Strategist
      • Sep 2023 - Present

    • Wealth Management Associate
      • Jul 2022 - Sep 2023

  • OSTERHOUT & MCKINNEY, P.A.
    • United States
    • Financial Assistant
      • Jan 2019 - Aug 2020

      Fiduciary accounting for guardianship clientele Fiduciary accounting for guardianship clientele

  • OSTERHOUT & MCKINNEY, P.A.
    • United States
    • Legal Assistant
      • May 2018 - Aug 2018

Education

  • Wisconsin Lutheran College
    Bachelor of Business Administration - BBA, Finance
    2018 - 2022

Community

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