Michael Mihm Location
Brookfield, WI, US
Michael Mihm Work
- 2024 - now Senior Wealth Manager @ Annex Wealth Management
- 2018 - 2024 Branch Director and Wealth Manager @ Annex Wealth Management
- 2017 - 2018 Wealth Manager @ Annex Wealth Management
- 2015 - 2017 Director - Private Wealth Advisor @ BMO Wealth Management - U.S.
- 2013 - 2015 Senior Financial Planner @ BMO Wealth Management - U.S.
- 2011 - 2013 Director - Planning and Sales @ Northwestern Mutual
- 2010 - 2011 Director - Field Vertical Growth Consulting @ Northwestern Mutual
- 2006 - 2010 Director - Business Development @ Northwestern Mutual
- 2004 - 2006 Assistant Director - Business Development @ Northwestern Mutual
- 2003 - 2004 Business Development Consultant @ Northwestern Mutual
Michael Mihm Education
- University of Wisconsin-Madison
Bachelor of Arts (B.A.) (Journalism)
1985 - 1989 - The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
Michael Mihm Skills
- Financial Services
- Retirement
- Retirement Planning
- Strategy
- Asset Allocation
- Investment Advisory
- Consulting
- Sales
- Portfolio Management
- Securities
Michael Mihm Summary
Michael Mihm, based in Brookfield, WI, US, is currently a Senior Wealth Manager at Annex Wealth Management. Michael Mihm brings experience from previous roles at Annex Wealth Management and BMO Wealth Management - U.S.. Michael Mihm holds a 1985 - 1989 Bachelor of Arts (B.A.) in Journalism @ University of Wisconsin-Madison. With a robust skill set that includes Financial Services, Retirement, Retirement Planning, Strategy, Asset Allocation and more. Michael Mihm has 2 emails and 2 mobile phone numbers on RocketReach.
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Michael Mihm
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Top Annex Wealth Management Employees
-
Mark Beck
Chief Growth Officer at Annex Wealth Management
Brookfield, WI, US25+ -
Dave Spano
CFP®, President at Annex Wealth Management
Elm Grove, WI, US15+ -
Greg Batiansila
Director of Marketing at Annex Wealth Management
Jackson, WI, US35+ -
12
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Jim Blahnik
Director of IT at Annex Wealth Management
Milwaukee, WI, US23 -
23
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Amy Kiiskila
Director of Wealth Strategy at Annex Wealth Management
Milwaukee, WI, US25 -
23
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Matthew Morzy
Director of Research at Annex Wealth Management
Milwaukee, WI, US32 -
Ondine Wallinger
Director of Human Resources at Annex Wealth Management
New Berlin, WI, US25+ -
Mark Pent
Branch Director at Annex Wealth Management
Madison, WI, US25+ -
Michael Mihm
Senior Wealth Manager at Annex Wealth Management
Brookfield, WI, US25+ -
22
-
Ann Weaver
Controller at Annex Wealth Management
Milwaukee, WI, US12
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