Scott Stoltenberg, Financial Advisor

<<< Back To Team Page

 

By understanding your life goals and current priorities Scott will work with you to provide responsive and creative strategies to help you accomplish your financial objectives.

 

After spending 12 years in sales and sales management Scott began his financial planning and investment management practice 6 years ago with AXA Advisors, LLC.  Scott comes to Annex Wealth Management with the goal of developing long term relationships with individuals, families and business owners based on providing comprehensive, objective, independent advice.

 

Scott is a graduate of the University of Wisconsin – Eau Claire with a degree in Marketing.  Scott has passed the following FINRA exams:  General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 66), and General Securities Principal (Series 24).  Scott also has his insurance license in WI, MN and FL.

 

Scott resides in Pewaukee with his wife Laura and three children Tanner, Emery and Gavin.

 

18650 West Corporate Drive Suite 300 Brookfield, WI 53045    Tel: 262-786-6363 Fax: 262-792-8930

Securities offered through H. Beck Inc.  Member FINRA/SIPC.
Annex Wealth Management ® and H. Beck Inc. are separate and unrelated companies.

This site has been published for residents of: AZ, CA, CO, FL, IL, IN, MN and WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.