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
Michael Mihm (CRD# 2458678) 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.
Matthew Morzy (CRD# 4865578) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 18 years of experience in the finance industry.
Michael Murtos (CRD# 2029250) 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.
Thomas Parks (CRD# 4400945) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 22 years of experience in the finance industry.
Mark Pent (CRD# 4604363) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Madison, WI and has over 21 years of experience in the finance industry.
Deanne Phillips (CRD# 3108833) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 25 years of experience in the finance industry.
Janessa Price (CRD# 5284521) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Appleton, WI and has over 14 years of experience in the finance industry.
Noi Sayaovong (CRD# 4341746) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 22 years of experience in the finance industry.
Jacquelyn Sklenar (CRD# 1880647) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 33 years of experience in the finance industry.
David Spano (CRD# 1811176) 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.