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
RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Annex Wealth Management, LLC financial advisors in Whitefish Bay, WI

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

The short answer

3 registered advisors work at Annex Wealth Management, LLC in Whitefish Bay, out of 97 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Annex Wealth Management, LLC advisors in Whitefish Bay, 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 4Mequon, WI 3Naples, FL 2Libertyville, IL 1

Other firms in Whitefish Bay

All Whitefish Bay advisors →

Northwestern Mutual Investment Services, LLC 5

Questions

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

3 investment adviser representatives are registered at Annex Wealth Management, LLC offices in Whitefish Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 97 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Annex Wealth Management, LLC ranks number 2 in Whitefish Bay by registered advisors; Northwestern Mutual Investment Services, LLC has the most, with 5.

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

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.