Fred Coleman

Fred Coleman is a Regional Director at Annex Wealth Management. 

As Regional Director, Fred provides leadership and strategic direction for Annex Wealth Management’s Wealth Manager teams across each market. He focuses on developing talent, enhancing collaboration, and ensuring consistent delivery of Annex’s fiduciary standard of excellence—helping clients and teams alike reach their full potential, reflecting Annex’s commitment to doing what’s right for every client, every time.

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.