Michael Mihm, CLU®, ChFC®, joins Annex Wealth Management, Elm Grove, as a wealth manager in the firm’s new downtown Milwaukee office.
Mihm will be responsible for meeting with prospective and current clients to evaluate investment objectives and wealth planning goals, preparing recommendations and wealth management plans and engaging in new business development efforts. Prior to joining Annex Wealth Management, Mihm served as Director – Private Wealth Advisor for BMO Private Bank in Milwaukee, Wis., where he was a lead advisor and relationship manager to high-net worth individuals, families and organizations. During his career at BMO Private Bank, he also served as Vice President –Senior Financial Planner and was ranked by BMO as the #1 Financial Planner regionally, and #2 nationally, with a distinguished performance rating. His 20-year career also includes positions at Northwestern Mutual and Robert W. Baird & Co. Inc. Mihm holds a Bachelor’s degree from the University of Wisconsin – Madison and is a Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC). He also holds FINRA Series 6, 7, 63 and 66 registrations and is insurance licensed for Wisconsin Life, Accident and Health.
Company:
Annex Wealth Management
12700 W. Bluemound Rd
Suite 200
Elm Grove, Wisconsin 53122
