Annex Wealth Management, LLC

Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Brookfield, WI. They manage $5,583,981,406 in 18,642 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045
https://www.instagram.com/annex.wealth
By the Numbers
  • Total Assets Under Management
    5,584
    MILLION
  • Total Number of Accounts
    18,642
    ACCOUNTS
  • Average Account Value
    $299,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Annex Wealth Management, LLC
Showing 1 - 10 of 60 top financial advisors.
1
Naomi Ackley, financial advisor Brookfield WI
Naomi K. Ackley
CRD#: 6289332
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

2
Brandon Arps, financial advisor Brookfield WI
Brandon Arps
CRD#: 6069173
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Brandon Arps (CRD# 6069173) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 11 years of experience in the finance industry.

3
Brian Bartholomew, financial advisor Brookfield WI
Brian A. Bartholomew
CRD#: 6180261
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

4
Mark Beck, financial advisor Brookfield WI
Mark J. Beck
CRD#: 2616519
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Mark Beck (CRD# 2616519) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 29 years of experience in the finance industry.

5
Amy Bremmer, financial advisor Brookfield WI
Amy J. Bremmer
CRD#: 5710340
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Amy Bremmer (CRD# 5710340) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 14 years of experience in the finance industry.

6
Steven Dryer, financial advisor Brookfield WI
Steven J. Dryer
CRD#: 2003001
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Steven Dryer (CRD# 2003001) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 34 years of experience in the finance industry.

7
Derek Felske, financial advisor Brookfield WI
Derek V. Felske
CRD#: 734957
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Derek Felske (CRD# 734957) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 14 years of experience in the finance industry.

8
Brian Jacobsen, financial advisor Brookfield WI
Brian J. Jacobsen
CRD#: 2904344
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Brian Jacobsen (CRD# 2904344) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 21 years of experience in the finance industry.

9
Matthew Krenke, financial advisor Brookfield WI
Matthew R. Krenke
CRD#: 5199146
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Matthew Krenke (CRD# 5199146) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 17 years of experience in the finance industry.

10
Brandon Lehman, financial advisor Brookfield WI
Brandon M. Lehman
CRD#: 5647782
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

Brandon Lehman (CRD# 5647782) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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