![Derek Van Wagoner Felske](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Derek Van Wagoner Felske
Directeur en chef des Investissements chez Annex Advisory Services LLC
Provenance du réseau au premier degré de Derek Van Wagoner Felske
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
7
| Private Company | Investment Managers | 7 |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.
5
| Subsidiary | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Derek Van Wagoner Felske via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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CUNA Mutual Funds, Inc.
![]() CUNA Mutual Funds, Inc. Financial ConglomeratesFinance CUNA Mutual Funds, Inc. operates mutual funds. The private company is based in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
![]() John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Allspring Funds Management LLC
![]() Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Market Strategist | |
Cole Capital Corp.
![]() Cole Capital Corp. Investment Banks/BrokersFinance Part of Realty Income Corp., Cole Capital Corp. provides broker dealer services. The company is based in Phoenix, AZ. William Craig Miller has been the CEO of the company since 2015. | Investment Banks/Brokers | Chief Executive Officer | |
Inland Securities Corp.
![]() Inland Securities Corp. Investment Banks/BrokersFinance Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
J.P. Carey Asset Management LLC | Corporate Officer/Principal | ||
Linscomb & Williams, Inc.
![]() Linscomb & Williams, Inc. Investment ManagersFinance Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
CIM Income NAV, Inc.
![]() CIM Income NAV, Inc. Investment Trusts/Mutual FundsMiscellaneous CIM Income NAV, Inc. engages in acquiring and operating diversified portfolio of necessity retail, office and industrial properties that are leased to creditworthy tenants under long-term net leases. The company was founded on July 27, 2010 and is headquartered in Phoenix, AZ. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Cole Office & Industrial REIT (CCIT II), Inc.
![]() Cole Office & Industrial REIT (CCIT II), Inc. Real Estate Investment TrustsFinance Cole Office & Industrial REIT (CCIT II), Inc. operates as a real estate investment trust. It intends to invest primarily in single-tenant, income-producing, necessity office and industrial properties that are leased to tenants under long-term leases. The company was founded in 2013 and is headquartered in Phoenix, AZ. | Real Estate Investment Trusts | Chief Executive Officer | |
Cole Credit Property Trust V, Inc.
![]() Cole Credit Property Trust V, Inc. Real Estate Investment TrustsFinance Cole Credit Property Trust V, Inc. operates as a development stage company. The firm invests in income-producing necessity retail properties that are single-tenant and multi-tenant, and other income-producing properties, such as offices and industrial properties. It also acquires and operates core commercial real estate investments. The company was founded on December 12, 2012 and is headquartered in Phoenix, AZ. | Real Estate Investment Trusts | Chief Executive Officer | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Herr Capital Management LLC
![]() Herr Capital Management LLC Investment ManagersFinance Herr Capital Management LLC (HCM) is an independent asset management firm headquartered in Oak Lawn, Illinois. The firm was founded by Terry Herr in 2000. HCM offers a full range of financial services to high-net worth individuals, families, and businesses. | Investment Managers | Chief Executive Officer | |
Cardinal Stritch College | College/University | Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
Lakeland College | College/University | Undergraduate Degree | |
Loyola University of Chicago | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Masters Business Admin | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
National Aeronautics & Space Administration | General Government | Corporate Officer/Principal | |
University of Ateneo de Manila | College/University | Undergraduate Degree | |
Deloitte Tax LLP
![]() Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal | |
Cole Capital Partners LLC
![]() Cole Capital Partners LLC Real Estate Investment TrustsFinance Part of Realty Income Corp., Cole Capital Partners LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2007. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Cole REIT Advisors LLC
![]() Cole REIT Advisors LLC Real Estate Investment TrustsFinance Part of Realty Income Corp., Cole REIT Advisors LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Milwaukee World Festival, Inc.
![]() Milwaukee World Festival, Inc. Media ConglomeratesConsumer Services Milwaukee World Festival, Inc. provides event management services. It engages In live entertainment and hospitality. The company was founded in 1967 and is headquartered in Milwaukee, WI. | Media Conglomerates | Director/Board Member | |
Star City Sealants, Inc.
![]() Star City Sealants, Inc. Engineering & ConstructionIndustrial Services Star City Sealants, Inc. provides special contracting services. The company was founded in 1997 and is headquartered in El Paso, TX. | Engineering & Construction | Corporate Officer/Principal | |
Cole Corporate Income Advisors LLC
![]() Cole Corporate Income Advisors LLC Investment ManagersFinance Part of Realty Income Corp., Cole Corporate Income Advisors LLC provides investment advisory services. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano. | Investment Managers | Corporate Officer/Principal | |
Cole REIT Advisors III LLC
![]() Cole REIT Advisors III LLC Real Estate Investment TrustsFinance Part of Realty Income Corp., Cole REIT Advisors III LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Marquette University Law School | College/University | Graduate Degree | |
Spectrum Investment Advisors, Inc.
![]() Spectrum Investment Advisors, Inc. Investment ManagersFinance Spectrum Investment Advisors, Inc. (SIA) is an independent, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded in 1995 and formerly known as Christiansen Investments, Inc. SIA establishes 401(k) pension, profit-sharing plans and other retirement plans and monitor investments in the plans for institutional clients. SIA offers wealth management and consulting services to individuals, trusts, estates, corporations and other types of entities. The firm also manages accounts for employees and friends and family members of SIA employees. | Investment Managers | Portfolio Manager-Equities | |
AbleLight
![]() AbleLight Miscellaneous Commercial ServicesCommercial Services AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Cole Corporate Income Advisors II LLC
![]() Cole Corporate Income Advisors II LLC Investment ManagersFinance Part of Realty Income Corp., Cole Corporate Income Advisors II LLC provides investment advisory services. The company is based in Phoenix, AZ. | Investment Managers | Corporate Officer/Principal | |
Cole Reit Advisors IV LLC
![]() Cole Reit Advisors IV LLC Real Estate Investment TrustsFinance Part of Realty Income Corp., Cole Reit Advisors IV LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2010. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Cole REIT Advisors V LLC
![]() Cole REIT Advisors V LLC Real Estate Investment TrustsFinance Part of Realty Income Corp., Cole REIT Advisors V LLC is a Real Estate Investment Trust/REIT. | Real Estate Investment Trusts | Corporate Officer/Principal | |
University of Wisconsin-Milwaukee | College/University | Graduate Degree | |
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. | Investment Managers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 48 |
Philippines | 2 |
Sectorielle
Finance | 29 |
Consumer Services | 15 |
Commercial Services | 3 |
Miscellaneous | 2 |
Government | 2 |
Opérationnelle
Corporate Officer/Principal | 36 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 10 |
Chief Executive Officer | 8 |
President | 5 |
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