Martha Kuhn

401(k) Relationship Manager at Annex Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US

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

Credentials

  • Series 65
    FINRA
    Oct, 2022
    - Oct, 2024
  • Series 6 and Series 63
    Cetera Advisor Networks LLC
    Dec, 2020
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • 401(k) Relationship Manager
      • Oct 2021 - Present

      Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process. Show less

  • The Benefit Companies, Inc.
    • United States
    • Insurance
    • 1 - 100 Employee
    • Client Relationship Manager
      • Oct 2016 - Oct 2021

  • Lifetouch National School Studios
    • United States
    • Photography
    • 700 & Above Employee
    • Sports and Special Events Coordinator
      • Dec 2008 - Oct 2016

    • Office Administrator
      • Nov 2005 - Dec 2008

  • CARSON PIRIE SCOTT
    • United States
    • Retail
    • 1 - 100 Employee
    • Benefit Services Associate
      • Jun 2003 - Apr 2008

    • Retirement Plans Specialist
      • May 1997 - Jun 2003

    • Financial Auditor
      • Apr 1995 - May 1997

  • Emjay Corporation
    • Financial Services
    • 1 - 100 Employee
    • Trust Auditor
      • Dec 1993 - Apr 1995

Education

  • University of Wisconsin-Milwaukee

Community

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