Michael Chester Kirk

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-02-13
• S63 Uniform Securities Agent State Law Examination
  2001-07-11

Designations

• Certified Financial Planner

Other Names

• Michael Chester Kirk
• Michael Chester Kirk
• Michael Chester Kirk