Kenneth Gordon Pollard
Investment adviser representative at Annex Wealth Management, LLC
12 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
12 years in the industry.
- Annex Wealth Management, LLCApr 2026 to now
- UnemployedJun 2025 to Apr 2026
- Sapient Capital LLCJun 2023 to May 2025
- UnemplyedDec 2021 to May 2023
- Abbot Downing (wells Fargo)Mar 2019 to Nov 2021
- UnemployedMar 2018 to Feb 2019
- Ofs ManagementAug 2017 to Feb 2018
- Credit Value Partners LLCJun 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8251634
- Firm CRD
- 127987