Kevin Trecek
Investment adviser representative at Annex Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Annex Wealth Management, LLCMay 2023 to now
- Thrivent Investment Management IncJun 2021 to now
- Thrivent FinancialAug 2021 to May 2023
- Dunham's SportsDec 2020 to Jun 2021
- Aviand's Uww Dining ServicesSep 2020 to Dec 2020
- Third Coast AdvisorsMay 2020 to Dec 2020
- Aviand's Uww-dining ServicesSep 2019 to May 2020
- Bob's Grading IncMay 2019 to Sep 2019
- Aviand's Uww-dining ServicesMar 2018 to May 2019
- Uw WhitewaterSep 2017 to Mar 2018
- New Berlin Hills Golf CourseFeb 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Annex Wealth Management, LLC
Legal name: Annex Advisory Services, LLC
$8.1BAssets managed
6,802Clients
98Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7262561
- Firm CRD
- 127987