Thomas Berkholtz

from Annex Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Thomas Berkholtz is a financial advisor based in Wisconsin, Elm Grove, with 12 years of experience. Thomas currently works for Annex Wealth Management, LLC. Thomas maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Berkholtz works at Annex Wealth Management, LLC
Annex Wealth Management, LLC is a financial advisory firm based in Elm Grove, Wisconsin. It currently has approximately $4,914,477,327 of assets under management and employs about 139 people. Annex Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
17950 W. Corporate Drive, Suite 300, Elm Grove, Wisconsin, 53045

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