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
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.
Mark Strey (CRD# 6221051) 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.
Eric Strom (CRD# 6787058) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 6 years of experience in the finance industry.
Kenneth Symes (CRD# 6194930) 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.
Michael Venturini (CRD# 5568788) 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.
Gregory Vidmar (CRD# 6586107) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 7 years of experience in the finance industry.
Todd Voit (CRD# 1528382) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 37 years of experience in the finance industry.
Kenneth Bellinger (CRD# 7689987) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Thomas Berkholtz (CRD# 6818915) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 4 years of experience in the finance industry.
Cory Borcherdt (CRD# 7595982) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.