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Brandon Arps

Annex Wealth Management, LLC

Brookfield, WI

Delafield, 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 2017-01-27
  • WI RA
    APPROVED
    Since 2017-01-27

Branch Locations

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

2301 W. Sun Valley Drive, Suite 100, Delafield, WI 53018 • 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
Bmo Harris Financial Adv Milwaukee WI 07/2012 01/2017
H. Beck, Inc. Bethesda MD 01/2017 12/2018
Annex Wealth Management Elm Grove WI 01/2017 Present
  • 07/2012 → 01/2017
    Bmo Harris Financial Adv
    Milwaukee, WI
  • 01/2017 → 12/2018
    H. Beck, Inc.
    Bethesda, MD
  • 01/2017 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
  • 2017-01-23 → 2017-01-23
    Grove Point Investments, Llc
    Elm Grove, WI
  • 2012-12-05 → 2017-01-09
    Bmo Harris Financial Advisors, Inc.
    Milwaukee, WI
    Brookfield, WI
Other Businesses

Annex Insurance Services, LLC Help sells insurance products to clients. Receives no commissions BRJ Investments, non-securities related by owned as an investment property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-04
  • S66 Uniform Combined State Law Examination
    2012-12-04
Designations
Other Names
  • Brandon Arps
  • Brandon R Arps

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
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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