Investment adviser representative · Annex Wealth Management, LLC
Kenneth J. Symes
CRD 6194930 · Brookfield, WI
At a glance
Kenneth J. Symes is an investment adviser representative with Annex Wealth Management, LLC in Brookfield, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kenneth’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- Annex Wealth Management, LLCSince September 2014Brookfield, WI · $8.1B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kenneth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.