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Dylan C. Adler Email & Phone Number
Associate Wealth Manager
at
Annex Wealth Management
1 work email found
@axa.com
2 phones found area 262
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Manager
Location
Waukesha, Wisconsin, United States
Company size
Who is Dylan C. Adler? Overview
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Quick answer
Dylan C. Adler is listed as Associate Wealth Manager at Annex Wealth Management, a company with 166 employees, based in Waukesha, Wisconsin, United States. AeroLeads shows a work email signal at axa.com, phone signal with area code 262, and a matched LinkedIn profile for Dylan C. Adler.
Dylan C. Adler previously worked as Account Manager I at Financial Solutions, Llc and Fund Accountant at Umb Fund Services. Dylan C. Adler holds Bachelor'S Degree, Finance, General, Senior from University Of Wisconsin-Whitewater.
Company email context
Email format at Annex Wealth Management
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{first_initial}{last}@axa.com
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AeroLeads found 1 current-domain work email signal for Dylan C. Adler. Compare company email patterns before reaching out.
Profile bio
About Dylan C. Adler
I joined Financial Solutions, LLC in September of 2017. At Financial Solutions, LLC, I am responsible for preparing meetings for the advisers which includes agendas, reports and financial statements. I also prepare meeting follow up and help with the day to day operations of the office as well as the advisers business practices.I grew up in Waukesha and currently reside in New Berlin, WI. Staying mentally and physically fit are of extreme importance to me, which is why having adventures in nature, going to the gym and running is an essential part of my life. I enjoy spending time with my family and friends and I am also an avid golfer. Prior to joining Financial Solutions LLC, I graduated from the University of Wisconsin-Whitewater with a Bachelors in Business Administration and a major in Finance. I have obtained my FINRA Series 6, 7, 63 and 65 registrations.Securities offered through World Investments, Inc. Member FINRA & SIPC. Advisory services offered through Pensionmark Financial Group, LLC., a registered investment advisor under the Investment Advisers Act of 1940. World Investments, Inc. is affiliated through common ownership with Pensionmark Financial Group, LLC.
Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Building Relationships, and 12 others.
Current workplace
Dylan C. Adler's current company
Company context helps verify the profile and gives searchers a useful next step.
Annex Wealth Management
9 roles
Dylan C. Adler work experience
A career timeline built from the work history available for this profile.
Account Manager I
Current
Financial Solutions, Llc
-Prepare for client meetings, including paperwork preparation, and preparing presentation materials-Prepares and delivers correspondence and other client communication-Responsible for compiling, entering and regularly auditing all CRM-related data and tasksAssist Advisors with: -Collecting all required data from current or prospective client, including.
Sep 2017 - Present
Fund Accountant
Umb Fund Services
Responsible for all functions related to the daily calculation of the net asset value for multiple mutual funds.Key Functions:-Apply proper accounting treatment for various investments-Record income and expense accruals in accordance with GAAP-Obtain portfolio valuations compliant with fund specific pricing policy-Review source documentation /accounting.
Feb 2017 - Sep 2017
Financial Professional
-Developed relationships with clients by helping them determine and achieve their long-term financial goals-Controlled $3.7 million assets under management (AUM) -Analyzed data to value the current and future situation of clients and companies in order to make appropriate recommendations-Utilized Microsoft Excel to manage prospects as well as established.
Aug 2014 - Feb 2017
Golf Caddie, Bag Room
- Built relationships with members
- Developed professional communication and networking abilities
- Accurately kept score for the member
- Able to think-on-my-feet to adapt to various situations on the golf course
- Assist members on club selection and distance to the hole
- Assist with organizing members’ equipment in the bag room
May 2006 - Sep 2014
Intern
- Researched database for potential clients
- Generated leads list for financial advisors (using Microsoft Excel)
- Contacted potential clients from a leads list via cold calling
- Created reports utilizing Morning Star and Blackrock; Financial Reports
- Bound financial reports and presentation for clients
- Printed informational mailings and sent them to current and potential clients
Sep 2012 - Dec 2012
Security/Bar Back
Master Z'S Cue Club
- Member of the security team focused on ensuring patron safety
- Restocked inventory
- Demonstrated ability to multi-task and prioritize in a busy environment
Sep 2011 - Oct 2012
Stocker/Bagger
Pick N Save
- Quality control, scanned overstock of products into the computer system
- Managed inventory by restocked shelves with products when low
- Loaded and unloaded pallets to/from trucks making sure all the products were accounted for
- Provided customer service while bagging groceries
Jul 2009 - Jun 2011
Pizza Artist
- Prepared the dough for pizza preparation
- Skillfully prepared the pizza pie fit into the pan so topping could be added
- Distributed orders to the customer
- Phone experience/Accurately took customer orders
- Quality Control, made sure that the pizza was made correctly
Jan 2009 - Jun 2009
2 education records
Dylan C. Adler education
Bachelor'S Degree, Finance, General, Senior
University Of Wisconsin-Whitewater
Associate'S Degree
University Of Wisconsin-Waukesha
FAQ
Frequently asked questions about Dylan C. Adler
Quick answers generated from the profile data available on this page.
What company does Dylan C. Adler work for?
Dylan C. Adler works for Annex Wealth Management.
What is Dylan C. Adler's role at Annex Wealth Management?
Dylan C. Adler is listed as Associate Wealth Manager at Annex Wealth Management.
What is Dylan C. Adler's email address?
AeroLeads has found 1 work email signal at @axa.com for Dylan C. Adler at Annex Wealth Management.
What is Dylan C. Adler's phone number?
AeroLeads has found 2 phone signal(s) with area code 262 for Dylan C. Adler at Annex Wealth Management.
Where is Dylan C. Adler based?
Dylan C. Adler is based in Waukesha, Wisconsin, United States while working with Annex Wealth Management.
What companies has Dylan C. Adler worked for?
Dylan C. Adler has worked for Annex Wealth Management, Financial Solutions, Llc, Umb Fund Services, Axa Advisors, Llc, and The Legends Golf Club - Merrill Hills.
How can I contact Dylan C. Adler?
You can use AeroLeads to view verified contact signals for Dylan C. Adler at Annex Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dylan C. Adler attend?
Dylan C. Adler holds Bachelor'S Degree, Finance, General, Senior from University Of Wisconsin-Whitewater.
What skills is Dylan C. Adler known for?
Dylan C. Adler is listed with skills including Customer Service, Microsoft Excel, Microsoft Office, Building Relationships, Powerpoint, Communication, Financial Analysis, and Hospitality.
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