Unclaimed Profile

Naomi Karol Ackley

ANNEX ADVISORY SERVICES, LLC·BROOKFIELD, Wisconsin

Series 65Clean record12 years registeredANNEX 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 · 12 years registered

Brand Profile

Not yet started

Career History

ANNEX WEALTH MANAGEMENT, LLC

Oct 2019 – present

MIDLAND FINANCIAL ADVISORS, INC.

Apr 2014 – Sep 2019

DELAFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 19, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANNEX ADVISORY SERVICES, LLC

CRD 127987 · SEC 801-63505

AUM

$5.6B

Regulatory assets under management

Employees

139

18,642 client accounts

Services offered by ANNEX ADVISORY SERVICES, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ANNEX ADVISORY SERVICES, LLC →

Introduction

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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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