Eric Gustav Strom

Employer firm

Annex Wealth Management, LLC CRD 127987

$8.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 01/2017
  Lands End
  Brooklyn, NY
• 01/2017 → 12/2017
  Focused Tax Solutions
  Brookfield, WI
• 04/2017 → 12/2017
  Choice Advisor
  Brookfield, WI
• 04/2017 → 12/2017
  Securities Service Network
  Brookfield, WI
• 01/2018 → Present
  Annex Wealth Management
  Elm Grove, WI
• 01/2018 → 12/2018
  H. Beck, Inc.
  Bethesda, MD

Previous Registrations

• 2017-05-25 → 2017-12-11
  Ssn Advisory, Inc.
  Brookfield, WI

Other Businesses

ERIC STROM-Annex Insurance Services, LLC POSITION: Financial Planning Specialist NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2018 ADDRESS: 12700 W Bluemound Rd, Suite 200, Elm Grove WI 53122, United States DESCRIPTION: Fixed Insurance - I am licensed in the state of Wisconsin for Life, Accident and Health Music Royalties - Estimated Annual Compensation $10. Estimated Capital Investment $0. Hours per Month: 1 Trading Hours: 0 No connection to securities/advisory activities Maryland Avenue Montessori Fund - Board Member. Annual Comp: $0. Capital Investment: 0 Hours Per Month:4 Trading Hours: 0 No connection to securities/advisory activities

Exams

• S66 Uniform Combined State Law Examination
  2017-05-23

Designations

• Certified Financial Planner