Best Investors Account Sign in
Inactive

Michael Patrick Donnan

Annex Wealth Management, LLC

Appleton, WI

Brookfield, WI

CRD 4776996

Claim This Profile
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:

Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-18
  • WI RA
    APPROVED
    Since 2026-06-18

Branch Locations

2801 E. Enterprise Avenue, 101, Appleton, WI 54913 • United States

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
Raymond James Financial Services, Inc. Oshkosh WI 11/2014 10/2019
Raymond James Financial Services Advisors Inc. Oshkosh WI 11/2014 10/2019
Aegis Financial Oshkosh WI 11/2014 11/2025
Private Client Services Oshkosh WI 11/2019 11/2020
Mcglone Suttner Wealth Management, Inc. Appleton WI 12/2025 05/2026
Annex Wealth Management, Llc. Brookfield WI 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-23
  • S66 Uniform Combined State Law Examination
    2004-12-23

View on SEC IAPD

More in Appleton, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor