Patrick Joseph Sheehy

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

• 06/2006 → 07/2017
  Northwestern Mutual
  Milwaukee, WI
• 08/2017 → 02/2024
  Cs Whitewater Rental Llc
  Milwaukee, WI
• 03/2024 → 12/2024
  Pjms Holdings Llc
  Mequon, WI
• 01/2025 → Present
  Annex Wealth Management
  Brookfield, WI

Previous Registrations

• 2002-12-17 → 2004-09-29
  Fisher Investments
  Mequon, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-16
• S66 Uniform Combined State Law Examination
  1998-08-26

Other Names

• Patrick Joseph Sheehy