Fred Coleman Email & Phone Number
Regional Director @ Annex Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Fred Coleman Location
- Milwaukee, WI, US
Fred Coleman Work
- 2025 -now Regional Director @
- 2025 -2025 Branch Director Mequon and Pfister Branches @
- 2022 -2025 Wealth Manager @
- 2019 -2022 Financial Advisor @
- 2018 -2019 Client Specialist @
- 2015 -2018 Advisory Trading and Support Specialist @
- 2013 -2015 Client Service Consultant @ Wells Fargo
- 2011 -2013 Package Handler @ UPS
- 2009 -2013 Student @ University of Wisconsin Milwaukee
- 2008 -2011 Basketball Coach @ Concordia University School
- 2009 -2010 Sales Consultant @
Fred Coleman Education
- College for Financial Planning
Certified Financial Planner Education (Financial Planning and Services)
2019-2020 - University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.) (Finance, General)
2008-2013 - University of Wisconsin - Milwaukee 2008-2013
- University of Wisconsin-Whitewater
Accounting (Accounting)
2007-2008
Fred Coleman Skills
- Ta2000
- PowerPoint
- Social Media
- Accounting
- Salesforce.com
- Economics
- Fiserv
- Financial Modeling
- Financial Risk
- Finance
- Financial Services
- Mutual Funds
- Microsoft Word
- Microsoft Excel
- Customer Service
- Financial Analysis
- Budgets
- Trading Systems
- Trading
- Analysis
- Financial Operations
Fred Coleman Summary
- Fred Coleman, based in Milwaukee, WI, US, is currently a Regional Director at Annex Wealth Management. Fred Coleman brings experience from previous roles at Annex Wealth Management and Baird. Fred Coleman holds a 2019 - 2020 Certified Financial Planner Education in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Ta2000, PowerPoint, Social Media, Accounting, Salesforce.com and more. Fred Coleman has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Fred Coleman?
Find contact details for 700 million professionals.
Others Named Fred Coleman
Fred Coleman
CEO and Founder
Florida, United States
Top Annex Wealth Management Employees
Tom Parks
Director of Retirement Plan Services
Milwaukee, WI, US
Dave Spano
CFP®, President
Elm Grove, WI, US
Mark Beck
Chief Growth Officer
Brookfield, WI, US
Greg Batiansila
Director of Marketing
Jackson, WI, US
Mark Pent
Managing Partner
Madison, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Michael Mihm
Senior Wealth Manager
Brookfield, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Eric Strom
Director of Financial Planning
Milwaukee, WI, US
Kristin Reilly
Chief Financial Officer
Brookfield, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co