Financial ADVSR advisor directory · SEC adviser records
Annex Wealth Management, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Annex Wealth Management, LLC office in Wisconsin, by city and A to Z.
The short answer
94 registered advisors work at Annex Wealth Management, LLC in Wisconsin, out of 97 nationwide; it's the firm's number 1 state by advisors, and the most are in Brookfield (84). 32 list the CFP designation and 0 are also registered broker representatives.
Annex Wealth Management, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Annex Wealth Management, LLC advisors in Wisconsin, A to Z
Search by name →- Naomi K. AckleyBrookfield
- Dylan C. AdlerBrookfield
- Connor J. AllenBrookfield · Certified Financial Planner
- Brandon ArpsBrookfield · Certified Financial Planner
- Aaron J. BainBrookfield
- Brian A. BartholomewBrookfield
- Granthem J. BeckBrookfield · Certified Financial Planner
- Mark J. BeckBrookfield
- Clayton J. BeilfussBrookfield
- Thomas J. BerkholtzBrookfield · Certified Financial Planner
- Cory J. BorcherdtBrookfield
- Timothy S. BoyleBrookfield
- Keith R. ButlerBrookfield
- Luis A. Castellanos SolanoBrookfield
- Charles S. ClaussenBrookfield · Certified Financial Planner, Chartered Financial Consultant
- Frederick A. Coleman Jr.Brookfield · Certified Financial Planner
- Marilou DavidoWhitefish Bay · Certified Financial Planner
- John F. Deroche Jr.Brookfield
- Michael P. DonnanAppleton
- Katherine M. DoyleBrookfield
- Nicholas EneaWhitefish Bay · Certified Financial Planner
- Russell J. EneaBrookfield
- Derek V. FelskeBrookfield · Chartered Financial Analyst
- David J. FisherBrookfield
- David S. FonoBrookfield
- Jacob GalanteBrookfield · Certified Financial Planner
- Leesa N. GilliamBrookfield
- Austin A. GrandinettiBrookfield · Certified Financial Planner
- Beau GrossBrookfield
- Kent N. HalleenBrookfield
- Samuel T. HarmeyerBrookfield · Certified Financial Planner
- Jacob A. HauserBrookfield · Certified Financial Planner
- Nikolas B. HillstromBrookfield · Chartered Financial Analyst
- John C. HimmelspachMequon
- Carl P. HolzemBrookfield
- Brian J. JacobsenBrookfield · Certified Financial Planner, Chartered Financial Analyst
- Evan JahnkeBrookfield
- Jake R. JanicekWhitefish Bay
- Jennifer E. JesseBrookfield · Certified Financial Planner
- Benjamin A. JohnsonAppleton
- Jacob T. JohnsonBrookfield
- Logan A. KeplerBrookfield
- Amy S. KiiskilaBrookfield · Certified Financial Planner
- Michael C. KirkBrookfield · Certified Financial Planner
- Jacob C. KniggeBrookfield
- Jacob P. KnoxBrookfield · Certified Financial Planner
- Ryan J. KomasBrookfield · Certified Financial Planner
- Matthew R. KrenkeBrookfield · Certified Financial Planner, Chartered Financial Consultant
- Martha M. KuhnBrookfield
- Sarah J. KyleBrookfield
- Jack H. LaubuschBrookfield
- Susanne C. LopezBrookfield · Certified Financial Planner
- Nolan B. McIntyreBrookfield
- Brady D. MichaelisBrookfield · Certified Financial Planner
- Michael J. MihmBrookfield · Chartered Financial Consultant
- Anthony D. MlachnikBrookfield
- Pieter J. MulderBrookfield
- Rece MulderBrookfield
- Michael T. MurtosBrookfield · Certified Financial Planner
- David A. PanitzkeBrookfield · Certified Financial Planner
- Arabella M. ParinsBrookfield · Certified Financial Planner
- George A. ParkhillBrookfield
- Thomas A. ParksBrookfield
- Deanne E. PhillipsBrookfield
- Thomas R. PhillipsenAppleton
- Kenneth G. Pollard Jr.Brookfield · Certified Financial Planner
- Rebecca L. PosigBrookfield · Certified Financial Planner
- Tyler D. QuinnBrookfield
- Andrew R. RehorstBrookfield
- Asbjorn E. SandersBrookfield · Certified Financial Planner
- Noi SayaovongBrookfield
- Mark F. SchaeferBrookfield
- Patrick J. SheehyBrookfield
- Heather C. ShuttaBrookfield
- Jacquelyn L. SklenarBrookfield
- David J. SpanoBrookfield · Certified Financial Planner
- Jeffrey L. Stanich Jr.Brookfield · Certified Financial Planner
- Samuel StreatorBrookfield
- Eric G. StromBrookfield · Certified Financial Planner
- Kenneth J. SymesBrookfield
- Bronwyn TheisenMequon
- Eric J. ThompsonMequon
- John D. ThompsonBrookfield
- Anthony T. ThornBrookfield · Chartered Financial Analyst
- Kevin TrecekBrookfield · Certified Financial Planner
- Eric J. TurbaBrookfield
- Anthony M. UrsettiBrookfield
- Austin C. Vande SluntBrookfield
- Mitchell J. Vanden HeuvelAppleton
- Jacob K. Vander GalienBrookfield
- Michael E. VenturiniBrookfield
- Jamie L. WatkinsBrookfield
- Brooke M. WilkenBrookfield · Certified Financial Planner
- Xiaonan WuBrookfield
Annex Wealth Management, LLC advisors in every state →Annex Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Annex Wealth Management, LLC financial advisors are in Wisconsin?
94 investment adviser representatives are registered at Annex Wealth Management, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 97 at the firm nationwide. 32 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Annex Wealth Management, LLC have the most advisors?
Brookfield, with 84, then Appleton (4). Annex Wealth Management, LLC has advisors in 4 cities in Wisconsin.
How do I check a Annex Wealth Management, LLC advisor in Wisconsin?
Each advisor below 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. Advisors are listed at the city of the Annex Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.