Annex Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

127987

SEC number

801-63505

Firm type

RIA

Assets under management

$8.1B as of Apr 17, 2026

Website

annexwealth.wistia.com ↗

Phone

262-786-6363

Address

17950 W. Corporate Drive, Brookfield, WI, 53045

Advisors at this firm

83 in our index · page 1 of 2

• Connor J AllenCRD 7266277 · Delafield, WI
  IA RegisteredRegistration inactive
• Brandon ArpsCRD 6069173 · Delafield, WI
  IA RegisteredRegistration inactive
• Brian Andrew BartholomewCRD 6180261 · Madison, WI
  IA Registered
• Mark James BeckCRD 2616519 · Brookfield, WI
  IA Registered
• Aaron John BainCRD 8239755 · Brookfield, WI
  IA Registered
• Granthem James BeckCRD 7036548 · Brookfield, WI
  IA Registered
• Clayton Joel BeilfussCRD 7703289 · Brookfield, WI
  IA Registered
• Thomas James BerkholtzCRD 6818915 · Brookfield, WI
  IA RegisteredRegistration inactive
• Cory Justin BorcherdtCRD 7595982 · Brookfield, WI
  IA Registered
• Keith Richard ButlerCRD 7283077 · Brookfield, WI
  IA Registered
• Charles Sebastian ClaussenCRD 6420029 · Brookfield, WI
  IA RegisteredRegistration inactive
• Frederick Andre ColemanCRD 6186167 · Brookfield, WI
  IA RegisteredRegistration inactive
• Luis Angel Castellanos SolanoCRD 8274883 · Brookfield, WI
  IA Registered
• Michael Patrick DonnanCRD 4776996 · Appleton, WI
  IA RegisteredRegistration inactive
• Katherine Mayhew DoyleCRD 2952466 · Brookfield, WI
  IA Registered
• Marilou DavidoCRD 6785910 · Whitefish Bay, WI
  IA Registered
• Jeffrey David DayeCRD 4451301 · Appleton, WI
  IA RegisteredRegistration inactive
• Michael DodgeCRD 7149425 · Naples, FL
  IA RegisteredRegistration inactive
• Nicholas EneaCRD 2558016 · Whitefish Bay, WI
  IA Registered
• Russell Joseph EneaCRD 7363585 · Whitefish Bay, WI
  IA Registered
• Derek Van Wagoner FelskeCRD 734957 · Brookfield, WI
  IA RegisteredRegistration inactive
• David James FisherCRD 6239544 · Mequon, WI
  IA RegisteredRegistration inactive
• David Scott FonoCRD 2517275 · Brookfield, WI
  IA Registered
• Jacob GalanteCRD 7523289 · Brookfield, WI
  IA Registered
• Leesa Nadyne GilliamCRD 4256981 · Milwaukee, WI
  IA RegisteredRegistration inactive
• Austin A GrandinettiCRD 7133070 · Brookfield, WI
  IA RegisteredRegistration inactive
• Beau GrossCRD 8062021 · Brookfield, WI
  IA Registered
• Carl Pio HolzemCRD 2757962 · Brookfield, WI
  IA Registered
• Kent Neilson HalleenCRD 7647142 · Brookfield, WI
  IA Registered
• Samuel T HarmeyerCRD 6963769 · Brookfield, WI
  IA RegisteredRegistration inactive
• Jacob Adam HauserCRD 6070686 · Brookfield, WI
  IA Registered
• Nikolas Brian HillstromCRD 7649483 · Brookfield, WI
  IA Registered
• Brian James JacobsenCRD 2904344 · Brookfield, WI
  IA RegisteredRegistration inactive
• Jake Robert JanicekCRD 7299969 · Whitefish Bay, WI
  IA Registered
• Jennifer Elizabeth JesseCRD 7415383 · Brookfield, WI
  IA Registered
• Benjamin Allen JohnsonCRD 5688631 · Appleton, WI
  IA RegisteredRegistration inactive
• Michael Chester KirkCRD 4396710 · Brookfield, WI
  IA Registered
  Disclosure event(s) on record
• Matthew Ross KrenkeCRD 5199146 · Appleton, WI
  IA Registered
• Jacob Patrick KnoxCRD 7531406 · Brookfield, WI
  IA Registered
• Martha Mary KuhnCRD 7186432 · Brookfield, WI
  IA RegisteredRegistration inactive
• Sarah Jane KyleCRD 2660988 · Brookfield, WI
  IA RegisteredRegistration inactive
• Susanne Catherine LopezCRD 6072097 · Mequon, WI
  IA RegisteredRegistration inactive
• Brady Dennis MichaelisCRD 7338757 · Brookfield, WI
  IA Registered
• Anthony David MlachnikCRD 5745800 · Brookfield, WI
  IA RegisteredRegistration inactive
• Michael Thomas MurtosCRD 2029250 · Mequon, WI
  IA RegisteredRegistration inactive
• Nolan Brandau McintyreCRD 8055504 · Brookfield, WI
  IA Registered
• Michael John MihmCRD 2458678 · Milwaukee, WI
  IA RegisteredRegistration inactive
• Pieter J MulderCRD 8239735 · Brookfield, WI
  IA Registered
• Thomas Alexander ParksCRD 4400945 · Brookfield, WI
  IA RegisteredRegistration inactive
• Deanne E PhillipsCRD 3108833 · Brookfield, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.