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).

By the Numbers
  • Total Assets Under Management
    5,098
    MILLION
  • Total Number of Accounts
    17,883
    ACCOUNTS
  • Average Account Value
    $285,091
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 21 - 30 of 61 top financial advisors.
21
David J. Spano
CRD#: 1811176
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

22
Mark R. Strey
CRD#: 6221051
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

23
Eric G. Strom
CRD#: 6787058
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

24
Kenneth J. Symes
CRD#: 6194930
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

25
Michael E. Venturini
CRD#: 5568788
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

26
Gregory S. Vidmar
CRD#: 6586107
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

27
Todd K. Voit
CRD#: 1528382
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

28
Kenneth R. Bellinger
CRD#: 7689987
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

29
Thomas J. Berkholtz
CRD#: 6818915
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

30
Cory J. Borcherdt
CRD#: 7595982
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045

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.

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