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Financial ADVSR advisor directory · SEC adviser records

Annex Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Annex Wealth Management, LLC, by the state and city of the office they work from.

97 registered advisors work at Annex Wealth Management, LLC, in 3 states and 7 cities; the most are in Brookfield, WI (87). 33 list the CFP designation and 0 are also registered broker representatives.

Search every Annex Wealth Management, LLC advisor by name →Who joined and left Annex Wealth Management, LLC →Annex Wealth Management, LLC: assets, clients and custodians →

Cities with the most Annex Wealth Management, LLC advisors

Brookfield, WI 87Appleton, WI 3Mequon, WI 2Whitefish Bay, WI 2Delafield, WI 1Libertyville, IL 1Naples, FL 1

Annex Wealth Management, LLC advisors by state

Annex Wealth Management, LLC in Wisconsin 95

Brookfield 87Appleton 3Mequon 2Whitefish Bay 2Delafield 1

Annex Wealth Management, LLC in Florida 1

Naples 1

Annex Wealth Management, LLC in Illinois 1

Libertyville 1

Questions

How many financial advisors does Annex Wealth Management, LLC have?

97 investment adviser representatives are registered with Annex Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 7 cities. 33 list the CFP designation and 0 are also registered as broker representatives.

Where does Annex Wealth Management, LLC have the most advisors?

Brookfield, WI, with 87 registered advisors, then Appleton, WI (3). By state, Wisconsin has the most, with 95.

How do I find a Annex Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Annex Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Annex Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →