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 2 of 2

• David Alan PanitzkeCRD 8116399 · Brookfield, WI
  IA Registered
• Arabella M ParinsCRD 7648202 · Brookfield, WI
  IA Registered
• Thomas Richard PhillipsenCRD 8187615 · Appleton, WI
  IA Registered
• Kenneth Gordon PollardCRD 8251634 · Brookfield, WI
  IA Registered
• Rebecca Lynn PosigCRD 7558562 · Brookfield, WI
  IA Registered
• Andrew D PowellCRD 8026906 · Naples, FL
  IA Registered
• Tyler Dean QuinnCRD 7907121 · Brookfield, WI
  IA Registered
• Asbjorn Edward SandersCRD 4264431 · Brookfield, WI
  IA RegisteredRegistration inactive
• Noi SayaovongCRD 4341746 · Brookfield, WI
  IA Registered
• Patrick Joseph SheehyCRD 3074834 · Brookfield, WI
  IA Registered
• Jacquelyn Lee SklenarCRD 1880647 · Delafield, WI
  IA RegisteredRegistration inactive
• David Joseph SpanoCRD 1811176 · Brookfield, WI
  IA RegisteredRegistration inactive
• Kenneth Jay SymesCRD 6194930 · Mequon, WI
  IA RegisteredRegistration inactive
• Mark F. SchaeferCRD 7979912 · Brookfield, WI
  IA Registered
• James Mathew SchaeveCRD 8211400 · Brookfield, WI
  IA Registered
• Faith Elizabeth SchanowskiCRD 8147363 · Brookfield, WI
  IA Registered
• Heather Christine ShuttaCRD 6897561 · Brookfield, WI
  IA Registered
• Jeffrey Lynn StanichCRD 6937608 · Libertyville, IL
  IA RegisteredRegistration inactive
• Samuel StreatorCRD 7488532 · Brookfield, WI
  IA Registered
• Eric Gustav StromCRD 6787058 · Brookfield, WI
  IA RegisteredRegistration inactive
• John David ThompsonCRD 6044541 · Brookfield, WI
  IA Registered
• Bronwyn TheisenCRD 6326618 · Mequon, WI
  IA RegisteredRegistration inactive
• Eric James ThompsonCRD 8192162 · Mequon, WI
  IA Registered
• Anthony Tyler ThornCRD 7124624 · Brookfield, WI
  IA Registered
• Kevin TrecekCRD 7262561 · Brookfield, WI
  IA RegisteredRegistration inactive
• Eric James TurbaCRD 8262501 · Brookfield, WI
  IA Registered
• Michael Ernest VenturiniCRD 5568788 · Brookfield, WI
  IA RegisteredRegistration inactive
• Todd Kevin VoitCRD 1528382 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Mitchell J Vanden HeuvelCRD 7656287 · Appleton, WI
  IA Registered
• Jacob Keith Vander GalienCRD 6965879 · Delafield, WI
  IA Registered
• Gregory Scott VidmarCRD 6586107 · Brookfield, WI
  IA RegisteredRegistration inactive
• Jamie Lynne WatkinsCRD 7151589 · Brookfield, WI
  IA Registered
• Brooke Morgan WilkenCRD 7058225 · 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.