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Fred Coleman, CFP®
Regional Director
Fred Coleman is a Regional Director at Annex Wealth Management.
As Branch Director, Fred is responsible for the growth and stability of the Mequon and Pfister Offices. He oversees relationships forged at the branches and ensures every client is experiencing the Annex Wealth Management difference there.
Fred has spent over 9 years helping clients achieve their financial goals through investment management and financial planning. Prior to Annex Fred worked 7 years as a Financial Advisor and a Trader. He also worked 2 years assisting clients with Mutual Funds.
Fred graduated from The University of Wisconsin Milwaukee with a degree in Finance. Fred passed the General Securities Representative (Series 7). He also passed the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65), and a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Fred Lives in Jackson with his wife and 3 children. He loves sports and is a devoted Bucks and Packers fan.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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