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Patrick Joseph Sheehy

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 2025-01-15
  • WI RA
    APPROVED
    Since 2025-01-15

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
Northwestern Mutual Milwaukee WI 06/2006 07/2017
Cs Whitewater Rental Llc Milwaukee WI 08/2017 02/2024
Pjms Holdings Llc Mequon WI 03/2024 12/2024
Annex Wealth Management Brookfield WI 01/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
S66 Uniform Combined State Law Examination 1998-08-26
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16
  • S66 Uniform Combined State Law Examination
    1998-08-26
Other Names
  • Patrick Joseph Sheehy

View on SEC IAPD

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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

More in Brookfield, WI

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