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Noi Sayaovong

Annex Wealth Management, LLC

Brookfield, WI

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Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-12-10
  • WI RA
    APPROVED
    Since 2020-12-10

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voit & Company, Llc Brookfield WI 11/2010 11/2020
Annex Wealth Management, Llc Elm Grove WI 11/2020 Present
Previous Registrations
  • 2011-06-28 → 2021-03-31
    Voit & Company, Llc
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-27
S63 Uniform Securities Agent State Law Examination 2001-05-26
  • S65 Uniform Investment Adviser Law Examination
    2011-06-27
  • S63 Uniform Securities Agent State Law Examination
    2001-05-26
Other Names
  • Noi Lovan

View on SEC IAPD

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Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI
WHN INVESTOR SERVICES, INC. · BROOKFIELD, WI

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