Annex Wealth Management, LLC

Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Elm Grove, WI. They manage $1,042,322,519 in 6,430 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,042
    MILLION
  • Total Number of Accounts
    6,430
    ACCOUNTS
  • Average Account Value
    $162,103
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MN, NC, SC, TN, TX, WI

Financial Advisors at Annex Wealth Management, LLC
Showing 1 - 10 of 29 top financial advisors.
1
Derek V. Felske
CRD#: 734957
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
96
Wealthminder
score

Derek Felske (CRD# 734957) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 7 years of experience in the finance industry.

2
John P. Pierson
CRD#: 852443
3515 N. 124th Street, Brookfield, WI 53005
96
Wealthminder
score

John Pierson (CRD# 852443) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 35 years of experience in the finance industry.

3
David J. Spano
CRD#: 1811176
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
96
Wealthminder
score

David Spano (CRD# 1811176) 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 Spano 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.

4
Mark J. Beck
CRD#: 2616519
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Mark Beck (CRD# 2616519) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 22 years of experience in the finance industry.

5
Richard A. Behrendt
CRD#: 5242707
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Richard Behrendt (CRD# 5242707) 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.

6
Joseph J. Campagna
CRD#: 866223
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Joseph Campagna (CRD# 866223) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 36 years of experience in the finance industry.

7
Allen R. Dearing
CRD#: 1006234
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Allen Dearing (CRD# 1006234) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 36 years of experience in the finance industry.

8
Robert G. Godfroy
CRD#: 1897076
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Robert Godfroy (CRD# 1897076) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 19 years of experience in the finance industry.

9
Susan J. Gonzalez
CRD#: 4974922
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Susan Gonzalez (CRD# 4974922) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 11 years of experience in the finance industry.

10
Michael J. Koerner
CRD#: 2990420
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Michael Koerner (CRD# 2990420) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.