← Meet the Team
Michael Murtos, CFP®
Senior Wealth Manager
Mike Murtos is a Senior Wealth Manager at Annex Wealth Management.
As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.
Before Annex Wealth Management, Mike spent 17 years at M&I Financial Advisors and 5 years at an independent advisory and financial planning firm.
Mike graduated from UW-Milwaukee with a degree in Business Administration in Finance. He is a Certified Financial Planner (CFP®) designation and passed the General Securities Representative (Series 7), Uniform Combined State Law (Series 66) and Uniform Securities Agent State Law (Series 63) exams.
Mike enjoys golf, running and watching and volunteering for his kid’s hockey and soccer teams.
Unleash the Power of What's Next
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.
Sign Up For The Axiom®