Unclaimed Profile

Naomi Karol Ackley

ANNEX ADVISORY SERVICES, LLC·BROOKFIELD, Wisconsin

Clean recordANNEX ADVISORY SERVICES, LLC

17950 W. CORPORATE DRIVE, BROOKFIELD, WI 53045CRD# 6289332Firm CRD# 127987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Naomi Karol Ackley · BROOKFIELD, WI

Registration

CRD #6289332 · ANNEX ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Naomi Karol Ackley is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with ANNEX ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ANNEX ADVISORY SERVICES, LLC

ANNEX WEALTH MANAGEMENT, LLC

AUM

$5.6B

Regulatory assets under management

Employees

139

Total firm employees

View all advisors at ANNEX ADVISORY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6289332

Firm CRD# 127987

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Naomi Karol Ackley offer?

Naomi Karol Ackley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Naomi Karol Ackley's credentials?

Naomi Karol Ackley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Naomi Karol Ackley located?

Naomi Karol Ackley is based in BROOKFIELD, Wisconsin, working with ANNEX ADVISORY SERVICES, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does Naomi Karol Ackley charge for services?

Naomi Karol Ackley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANNEX ADVISORY SERVICES, LLC?

ANNEX ADVISORY SERVICES, LLC has approximately 139 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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