Nikolas Hillstrom

Nikolas Hillstrom is a Research Analyst at Annex Wealth Management, based in Franklin, WI, where he is responsible for supporting the firm's portfolio management process, conducting detailed market and investment research, and assisting in the evaluation of asset allocation strategies. His work focuses on multiple asset classes, including equities, fixed income, and alternative investments, with a particular emphasis on aligning client portfolios with long-term financial planning objectives.

Prior to his current role, Hillstrom served as a Trader at Annex Wealth Management, where he managed trade execution and implemented model investment strategies, gaining hands-on experience in daily portfolio operations and market analysis. He began his finance career as an intern at Lincoln Contractors Supply, Inc., where he developed a foundational understanding of financial analysis and reporting.

Hillstrom earned a Bachelor of Business Administration in Finance, with an emphasis in Financial Planning, from the University of Wisconsin-Whitewater. His expertise includes portfolio analysis, asset allocation, and the integration of financial planning within diversified investment strategies. He is known for his analytical rigor and commitment to supporting Annex Wealth Management’s reputation for tailored client solutions.