Annex Wealth Management
Jim Blahnik has a diverse work experience in the IT field. Jim is currently working as the Director of IT at Annex Wealth Management since 2023. Prior to that, they worked at Wipfli LLP as a Program Manager, Information Security from October 2020 to December 2022. Jim also served as a Senior IT Analyst at Wipfli LLP from June 2020 to October 2020. Before joining Wipfli LLP, they worked as a Technology Manager at Wipfli Financial Advisors from July 2018 to May 2020. Prior to that, they were a Senior Service Delivery Analyst at Rockwell Automation from April 2016 to July 2018. Jim also worked as the Manager of IT Systems at Cleary Gull from January 2015 to April 2016 and as an IT Systems Analyst from November 2010 to January 2015. Additionally, they served as a Network Administrator at Wixon from May 2006 to October 2010, at The F. Dohmen Co from 1998 to 2006, and as an Industrialization Intern at Rockwell Automation / Allen-Bradley from June 1996 to May 1998.
Jim Blahnik has a Bachelor of Science degree in Management Systems from the Milwaukee School of Engineering. The specific duration of Jim's education and the year of completion are not provided.
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.