Asbjorn Edward Sanders

Employer firm

Annex Wealth Management, LLC CRD 127987

$8.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 10/2020
  Tiaa
  Milwaukee, WI
• 08/2014 → 10/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Milwaukee, WI
• 11/2020 → 04/2022
  Jpmorgan Chase Bank, N.A.
  Oconomowoc, WI
• 11/2020 → 04/2022
  J.P. Morgan Securities,Llc
  Oconomowoc, WI
• 04/2022 → Present
  Annex Wealth Management
  Elm Grove, WI

Previous Registrations

• 2020-11-10 → 2022-04-02
  J.P. Morgan Securities Llc
  Oconomowoc, WI
• 2014-09-04 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Brookfield, WI
• 2006-05-18 → 2014-08-11
  Usaa Financial Planning Services
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-17
• S63 Uniform Securities Agent State Law Examination
  2004-09-03

Designations

• Certified Financial Planner

Other Names

• Bjorn Sanders