Annex Wealth Management, LLC
Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Brookfield, WI. They manage $5,098,289,183 in 17,883 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management5,098MILLION
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Total Number of Accounts17,883ACCOUNTS
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Average Account Value$285,091
- 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 Brookfield, WI and has over 10 years of experience in the finance industry.
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.
Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Mark Beck (CRD# 2616519) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, 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 Brookfield, WI and has over 14 years of experience in the finance industry.
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.
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.
Brian Jacobsen (CRD# 2904344) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 20 years of experience in the finance industry.
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.
Brandon Lehman (CRD# 5647782) 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.