Mark Strey, CFP®, EA
Wealth Strategist at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Elm Grove, Wisconsin, United States, US
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Credentials
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Enrolled Agent (EA)
Internal Revenue ServiceAug, 2023- Oct, 2024 -
Certified Financial Planner (CFP)
CFP BoardApr, 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
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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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Wealth Strategist
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May 2022 - Present
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Wealth Manager
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Feb 2018 - Present
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Mutual of Omaha
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Feb 2013 - Feb 2018
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Education
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Villanova University Charles Widger School of Law
Master of Taxation (MTax) -
University of Wisconsin-Milwaukee
Bachelor's of Science, Communication
Community
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