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
Jason Cooper (CRD# 7161018) 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.
John Deroche (CRD# 7262820) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
David Fisher (CRD# 6239544) 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.
David Fono (CRD# 2517275) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 2 years of experience in the finance industry.
Jacob Galante (CRD# 7523289) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Leesa Gilliam (CRD# 4256981) 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.
Kent Halleen (CRD# 7647142) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Jacob Hauser (CRD# 6070686) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Nikolas Hillstrom (CRD# 7649483) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Jennifer Jesse (CRD# 7415383) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.