Annex Wealth Management
Carl Holzem is an experienced financial services professional with a robust background in client services and asset management. Currently serving as a Client Services Manager at Annex Wealth Management since March 2022, Carl has previously held similar positions at US Bancorp Fund Services for over a decade, where responsibilities included managing client relationships totaling $15 billion in assets, coordinating due diligence visits, and providing support to business development initiatives. Carl's career spans various roles, including Compliance/Marketing/Back Office Manager at Fall River Capital, where monthly accounting and compliance tasks were performed, and Alternative Investments Officer/Manager at US Bancorp Fund Services, focusing on alternative investment products and leading a team. Earlier experience includes roles as a Financial Reporting Analyst at Stark Investments and Portfolio Accountant at Strong Capital Management. Carl holds an MBA in Accounting and Finance and a BBA in Finance from the Lubar College of Business.
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.