Logan Kepler

Wealth Management Assistant at Annex Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Milwaukee

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Management Assistant
      • Jan 2023 - Present

      Delafield, Wisconsin, United States

  • Bret Achtenhagen's Seasonal Services
    • United States
    • Architecture and Planning
    • 1 - 100 Employee
    • Landscaper
      • May 2021 - Aug 2021

      Eagle, Wisconsin, United States

  • Bluemound Express Moving and Storage Co.
    • United States
    • Freight and Package Transportation
    • Moving Helper
      • Jun 2019 - Aug 2020

      Waukesha, Wisconsin, United States I worked at this job for two summers. In this role, I worked with a team of people to help people move their belongings. I actively communicated with customers on a daily basis.

  • Franks Piggly Wiggly
    • Bagger
      • Nov 2017 - Mar 2018

Education

  • FPA Virtual Externship
    2022 - 2022
  • University of Wisconsin-Madison
    Bachelor's degree, Personal Finance
    2019 - 2022
  • University of Wisconsin-Madison
    Bachelor of Science - BS, Personal Finance
    2018 - 2022

Community

You need to have a working account to view this content. Click here to join now