Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Annex Wealth Management, LLC financial advisors in Mequon, WI

Every SEC-registered investment adviser representative at a Annex Wealth Management, LLC office in Mequon, A to Z.

The short answer

3 registered advisors work at Annex Wealth Management, LLC in Mequon, out of 97 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Annex Wealth Management, LLC advisors in Mequon, A to Z

Every Annex Wealth Management, LLC advisor →

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

Brookfield, WI 84Appleton, WI 4Whitefish Bay, WI 3Naples, FL 2Libertyville, IL 1

Other firms in Mequon

All Mequon advisors →

Robert W. Baird & Co. Incorporated 26Spectrum Investment Advisors, Inc. 21Stifel, Nicolaus & Company, Incorporated 18Morgan Stanley 17RBC Capital Markets, LLC 15Richmond Investment Services LLC 11Lido 10LPL Financial LLC 8Charles Schwab & Co., Inc. 7Northwestern Mutual Investment Services, LLC 7Reinhart Partners, LLC 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5

Questions

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

3 investment adviser representatives are registered at Annex Wealth Management, LLC offices in Mequon, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 97 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Annex Wealth Management, LLC one of the largest advisor employers in Mequon?

Annex Wealth Management, LLC ranks number 18 in Mequon by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 26.

How do I check a Annex Wealth Management, LLC advisor in Mequon?

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.