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Katherine Mayhew Doyle

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 2026-06-15
  • WI RA
    APPROVED
    Since 2026-06-15

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
Reinhart Partners, Inc. Mequon WI 09/1998 06/2021
Madison Investments Madison WI 06/2021 02/2026
Annex Wealth Management Llc Brookfield WI 02/2026 Present
  • 09/1998 → 06/2021
    Reinhart Partners, Inc.
    Mequon, WI
  • 06/2021 → 02/2026
    Madison Investments
    Madison, WI
  • 02/2026 → Present
    Annex Wealth Management Llc
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 1997-11-21
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    1997-11-21
Other Names
  • Katie Fisher
  • Kate Fisher
  • Katherine Mayhew Fisher

View on SEC IAPD

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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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