Ken Bellinger

Trading-Equity at Annex Advisory Services LLC

Finance

Consumer Services

Profile

Mr. Ken Bellinger, CFA MBA, is a Senior Trader at Annex Advisory Services LLC.
Mr. Bellinger was previously employed as a Trader & Analyst by Uniplan Investment Counsel, Inc. Before Annex Wealth Management, he served as an Analyst/Trader for an investment firm where he focused on trading as well as researching opportunities for income portfolios.
He graduated from Cardinal Stritch University with a BA in Mathematics, and later earned his MBA from Carroll University.
He also holds the Chartered Financial Analyst designation.

Ken Bellinger active positions

Companies	Position	Start
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities.	Trading-Equity	01/01/2023

All active positions of Ken Bellinger

Former positions of Ken Bellinger

Companies	Position	End
Uniplan Investment Counsel, Inc. Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients.	Analyst-Equity	01/01/2023

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Training of Ken Bellinger

Cardinal Stritch College	Undergraduate Degree
Carroll University, Inc.	Masters Business Admin

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Linked companies

Private companies	2
Uniplan Investment Counsel, Inc. Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients.	Finance
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities.	Finance