Annex Wealth Management
Kevin Trecek is an Associate Wealth Manager at Annex Wealth Management since May 2023. Prior to this role, Kevin served as a Financial Advisor at Thrivent from August 2021 to May 2023, as well as holding the position of Associate Representative. Kevin's experience also includes working as a Business Development Associate at Third Coast Advisors from June 2020 to May 2021. Kevin holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater, which was completed in 2021.
Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.