Financial ADVSR advisor directory · SEC adviser records
Annex Wealth Management, LLC financial advisors in Brookfield, WI
Every SEC-registered investment adviser representative at a Annex Wealth Management, LLC office in Brookfield, A to Z.
The short answer
84 registered advisors work at Annex Wealth Management, LLC in Brookfield, out of 97 at the firm nationwide; it ranks number 1 in the city by advisors. 30 list the CFP designation and 0 are also registered broker representatives.
Annex Wealth Management, LLC advisors in Brookfield, A to Z
Every Annex Wealth Management, LLC advisor →- Naomi K. AckleyInvestment adviser rep
- Dylan C. AdlerInvestment adviser rep
- Connor J. AllenCertified Financial Planner
- Brandon ArpsCertified Financial Planner
- Aaron J. BainInvestment adviser rep
- Brian A. BartholomewInvestment adviser rep
- Granthem J. BeckCertified Financial Planner
- Mark J. BeckInvestment adviser rep
- Clayton J. BeilfussInvestment adviser rep
- Thomas J. BerkholtzCertified Financial Planner
- Cory J. BorcherdtInvestment adviser rep
- Timothy S. BoyleInvestment adviser rep
- Keith R. ButlerInvestment adviser rep
- Luis A. Castellanos SolanoInvestment adviser rep
- Charles S. ClaussenCertified Financial Planner, Chartered Financial Consultant
- Frederick A. Coleman Jr.Certified Financial Planner
- John F. Deroche Jr.Investment adviser rep
- Katherine M. DoyleInvestment adviser rep
- Russell J. EneaInvestment adviser rep
- Derek V. FelskeChartered Financial Analyst
- David J. FisherInvestment adviser rep
- David S. FonoInvestment adviser rep
- Jacob GalanteCertified Financial Planner
- Leesa N. GilliamInvestment adviser rep
- Austin A. GrandinettiCertified Financial Planner
- Beau GrossInvestment adviser rep
- Kent N. HalleenInvestment adviser rep
- Samuel T. HarmeyerCertified Financial Planner
- Jacob A. HauserCertified Financial Planner
- Nikolas B. HillstromChartered Financial Analyst
- Carl P. HolzemInvestment adviser rep
- Brian J. JacobsenCertified Financial Planner, Chartered Financial Analyst
- Evan JahnkeInvestment adviser rep
- Jennifer E. JesseCertified Financial Planner
- Jacob T. JohnsonInvestment adviser rep
- Logan A. KeplerInvestment adviser rep
- Amy S. KiiskilaCertified Financial Planner
- Michael C. KirkCertified Financial Planner
- Jacob C. KniggeInvestment adviser rep
- Jacob P. KnoxCertified Financial Planner
- Ryan J. KomasCertified Financial Planner
- Matthew R. KrenkeCertified Financial Planner, Chartered Financial Consultant
- Martha M. KuhnInvestment adviser rep
- Sarah J. KyleInvestment adviser rep
- Jack H. LaubuschInvestment adviser rep
- Susanne C. LopezCertified Financial Planner
- Nolan B. McIntyreInvestment adviser rep
- Brady D. MichaelisCertified Financial Planner
- Michael J. MihmChartered Financial Consultant
- Anthony D. MlachnikInvestment adviser rep
- Pieter J. MulderInvestment adviser rep
- Rece MulderInvestment adviser rep
- Michael T. MurtosCertified Financial Planner
- David A. PanitzkeCertified Financial Planner
- Arabella M. ParinsCertified Financial Planner
- George A. ParkhillInvestment adviser rep
- Thomas A. ParksInvestment adviser rep
- Deanne E. PhillipsInvestment adviser rep
- Kenneth G. Pollard Jr.Certified Financial Planner
- Rebecca L. PosigCertified Financial Planner
- Tyler D. QuinnInvestment adviser rep
- Andrew R. RehorstInvestment adviser rep
- Asbjorn E. SandersCertified Financial Planner
- Noi SayaovongInvestment adviser rep
- Mark F. SchaeferInvestment adviser rep
- Patrick J. SheehyInvestment adviser rep
- Heather C. ShuttaInvestment adviser rep
- Jacquelyn L. SklenarInvestment adviser rep
- David J. SpanoCertified Financial Planner
- Jeffrey L. Stanich Jr.Certified Financial Planner
- Samuel StreatorInvestment adviser rep
- Eric G. StromCertified Financial Planner
- Kenneth J. SymesInvestment adviser rep
- John D. ThompsonInvestment adviser rep
- Anthony T. ThornChartered Financial Analyst
- Kevin TrecekCertified Financial Planner
- Eric J. TurbaInvestment adviser rep
- Anthony M. UrsettiInvestment adviser rep
- Austin C. Vande SluntInvestment adviser rep
- Jacob K. Vander GalienInvestment adviser rep
- Michael E. VenturiniInvestment adviser rep
- Jamie L. WatkinsInvestment adviser rep
- Brooke M. WilkenCertified Financial Planner
- Xiaonan WuInvestment adviser rep
Annex Wealth Management, LLC advisors in every city and state →Annex Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Annex Wealth Management, LLC advisors in other cities
Appleton, WI 4Mequon, WI 3Whitefish Bay, WI 3Naples, FL 2Libertyville, IL 1
Other firms in Brookfield
All Brookfield advisors →Ameriprise Financial Services, LLC 44LPL Financial LLC 41Strategic Advisers LLC 35Osaic Wealth, Inc. 26UBS Financial Services Inc. 21RBC Capital Markets, LLC 17Cetera Investment Advisers LLC 14Francis LLC 14Great Valley Advisor Group, LLC 14Charles Schwab & Co., Inc. 13Stifel, Nicolaus & Company, Incorporated 10Equitable Advisors, LLC 9
Questions
How many financial advisors does Annex Wealth Management, LLC have in Brookfield?
84 investment adviser representatives are registered at Annex Wealth Management, LLC offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 97 nationwide. 30 list the CFP designation and 0 are also registered as broker representatives.
Is Annex Wealth Management, LLC one of the largest advisor employers in Brookfield?
Annex Wealth Management, LLC ranks number 1 in Brookfield by registered advisors, ahead of Ameriprise Financial Services, LLC (44).
How do I check a Annex Wealth Management, LLC advisor in Brookfield?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.