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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-12-16 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
2301 W. Sun Valley Drive, Suite 100, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 05/2013 | 12/2018 |
| Annex Wealth Management | Elm Grove | WI | 05/2013 | Present |
JACQUELYN L. SKLENAR Annex Insurance Services LLC POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2013 ADDRESS: 12700 W. Bluemound Rd., Suite 200, Elm Grove WI 53122 DESCRIPTION: Fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-07 |
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