Annex Wealth Management, LLC
Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Elm Grove, WI. They manage $4,833,150,360 in 17,141 accounts and serve the financial needs of clients across 32 states (or territories).
-
Total Assets Under Management4,833MILLION
-
Total Number of Accounts17,141ACCOUNTS
-
Average Account Value$281,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 9 years of experience in the finance industry.
Brandon Arps (CRD# 6069173) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 10 years of experience in the finance industry. Brandon Arps has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 9 years of experience in the finance industry.
David Batten (CRD# 1718437) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 29 years of experience in the finance industry. David Batten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Beck (CRD# 2616519) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 28 years of experience in the finance industry.
Amy Bremmer (CRD# 5710340) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 13 years of experience in the finance industry. Amy Bremmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blaine Disrud (CRD# 6239025) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 9 years of experience in the finance industry.
Steven Dryer (CRD# 2003001) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 33 years of experience in the finance industry.
Derek Felske (CRD# 734957) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 13 years of experience in the finance industry.
Brian Jacobsen (CRD# 2904344) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 20 years of experience in the finance industry. Brian Jacobsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.