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).
-
Total Assets Under Management5,098MILLION
-
Total Number of Accounts17,883ACCOUNTS
-
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
Amy Kiiskila (CRD# 5770062) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Michael Kirk (CRD# 4396710) 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.
Jacob Knox (CRD# 7531406) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Martha Kuhn (CRD# 7186432) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 3 years of experience in the finance industry.
Susanne Lopez (CRD# 6072097) 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.
Liam McKinney (CRD# 7595878) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Brady Michaelis (CRD# 7338757) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Trevor Nargis (CRD# 7010594) 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.
Arabella Parins (CRD# 7648202) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Rebecca Posig (CRD# 7558562) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.