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Michael Chester Kirk

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 2023-03-18
  • WI RA
    APPROVED
    Since 2023-03-18

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Quest Ce Milwaukee WI 06/2012 12/2016
Think Hr Pleasanton LA 12/2016 03/2020
E-Money Radnor PA 03/2020 01/2021
Crystal Knows Nashville TN 06/2022 12/2022
Sprocket Security Madison WI 01/2021 06/2022
Unemployed West Bend WI 12/2022 03/2023
Annex Wealth Management Elm Grove WI 03/2023 Present
  • 06/2012 → 12/2016
    Quest Ce
    Milwaukee, WI
  • 12/2016 → 03/2020
    Think Hr
    Pleasanton, LA
  • 03/2020 → 01/2021
    E-Money
    Radnor, PA
  • 06/2022 → 12/2022
    Crystal Knows
    Nashville, TN
  • 01/2021 → 06/2022
    Sprocket Security
    Madison, WI
  • 12/2022 → 03/2023
    Unemployed
    West Bend, WI
  • 03/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
  • 2009-12-17 → 2012-03-09
    Sii Investments, Inc.
    West Bend, WI
    Fond Du Lac, WI
    West Bend, WI
  • 2006-02-17 → 2009-12-15
    Next Financial Group, Inc.
    West Bend, WI
    West Bend, WI
  • 2002-02-14 → 2003-01-31
    Waddell & Reed
    Brookfield, WI
Other Businesses

Rental Property M1K2, LLC, not investment related, not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
S63 Uniform Securities Agent State Law Examination 2001-07-11
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-07-11
Designations
Other Names
  • Michael Chester Kirk
  • Michael Chester Kirk
  • Michael Chester Kirk

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
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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