Chuck is an established native of Wisconsin with childhood roots in nearby Jefferson and a Bachelors Degree from the University of Wisconsin Oshkosh. For the last 20 years he has resided in Brookfield. Chuck’s financial services career spans 26 years. The initial phase was dedicated to providing life and health insurance solutions for small businesses. Since 1997 Chuck has been a part of the Annex Wealth Management team.
Chuck has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65).