Fred Coleman Location
Milwaukee, WI, US
Fred Coleman Work
- 2025 - now Regional Director @ Annex Wealth Management
- 2025 - 2025 Branch Director Mequon and Pfister Branches @ Annex Wealth Management
- 2022 - 2025 Wealth Manager @ Annex Wealth Management
- 2019 - 2022 Financial Advisor @ Baird
- 2018 - 2019 Client Specialist @ Baird
- 2015 - 2018 Advisory Trading and Support Specialist @ Baird
- 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
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 - Milwaukee2008 - 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
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.
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Top Annex Wealth Management Employees
-
Kristin Reilly
Chief Financial Officer at Annex Wealth Management
Brookfield, WI, US31 -
Mark Beck
Chief Growth Officer at Annex Wealth Management
Brookfield, WI, US25+ -
Naomi Ackley
Chief Compliance Officer at Annex Wealth Management
Waukesha, WI, US23 -
Dave Spano
CFP®, President at Annex Wealth Management
Elm Grove, WI, US15+ -
12
-
Jim Blahnik
Director of IT at Annex Wealth Management
Milwaukee, WI, US23 -
Ondine Wallinger
Director of Human Resources at Annex Wealth Management
New Berlin, WI, US25+ -
Eric Strom
Director of Financial Planning at Annex Wealth Management
Milwaukee, WI, US22 -
22
-
Ann Weaver
Controller at Annex Wealth Management
Milwaukee, WI, US12
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