Annex Wealth Management, LLC

Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Elm Grove, WI. They manage $1,496,591,678 in 7,489 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,497
    MILLION
  • Total Number of Accounts
    7,489
    ACCOUNTS
  • Average Account Value
    $199,839
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, CO, FL, IA, IL, IN, KY, MI, MN, NC, SC, TN, TX, WI

Financial Advisors at Annex Wealth Management, LLC
Showing 1 - 10 of 40 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 8 years of experience in the finance industry.

2
Michael J. Mihm
CRD#: 2458678
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
96
Wealthminder
score

Michael Mihm (CRD# 2458678) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 23 years of experience in the finance industry.

3
Matthew J. Morzy
CRD#: 4865578
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
96
Wealthminder
score

Matthew Morzy (CRD# 4865578) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 12 years of experience in the finance industry. Matthew Morzy 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
Michael T. Murtos
CRD#: 2029250
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
96
Wealthminder
score

Michael Murtos (CRD# 2029250) 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. Michael Murtos 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.

5
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.

6
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.

7
Brandon Arps
CRD#: 6069173
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Brandon Arps (CRD# 6069173) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 5 years of experience in the finance industry.

8
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.

9
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.

10
Amy J. Bremmer
CRD#: 5710340
12700 W Bluemound Road, Suite 200, Elm Grove, WI 53122
93
Wealthminder
score

Amy Bremmer (CRD# 5710340) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 8 years of experience in the finance industry.

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