Mark Strey, CFP®, EA

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

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Bio

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Aug, 2023
    - Oct, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2019
    - Oct, 2024
  • Chartered Mutual Fund Counselor (CMFC)
    College for Financial Planning
  • Financial Services Certified Professional (FSCP)
    The American College of Financial Services
  • LUTCF
    The American College of Financial Services

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Strategist
      • May 2022 - Present

    • Wealth Manager
      • Feb 2018 - Present

  • Mutual of Omaha
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2013 - Feb 2018

Education

  • Villanova University Charles Widger School of Law
    Master of Taxation (MTax)
    2023 - 2025
  • University of Wisconsin-Milwaukee
    Bachelor's of Science, Communication
    2009 - 2012

Community

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