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
Jacob Rabay (CRD# 6585974) 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.
Tania Sinha (CRD# 7664661) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Jeffrey Stanich (CRD# 6937608) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Libertyville, IL and has over 5 years of experience in the finance industry.
Kyle Svetlik (CRD# 6011164) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.
John Thompson (CRD# 6044541) 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.
Patricia Tobin (CRD# 2311417) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 31 years of experience in the finance industry.
Kevin Trecek (CRD# 7262561) 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.
Kaylee Urbanek (CRD# 7787520) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.
Ryan Van Blarcom (CRD# 7006804) 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.
Mitchell Vandenheuvel (CRD# 7656287) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry.