Michael Murtos, CFP®

Wealth Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Milwaukee
Skills

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Bio

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Credentials

  • CFP Certified Financial Planner
    CFP Board

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Manager
      • Oct 2016 - Present

  • Cetera Advisor Networks LLC
    • United States
    • Financial Services
    • 500 - 600 Employee
    • CFP CERTIFIED FINANCIAL PLANNER™ / Financial Advisor / Wealth Manager
      • Apr 2012 - Oct 2016

  • BMO
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Investment Representative
      • Feb 1995 - Feb 2012

Education

  • University of Wisconsin-Milwaukee
    Bachelor of Business Administration, Finance

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