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Annex Wealth Management, LLC CRD 127987
$8.05B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-27 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Wauwatosa | WI | 08/2015 | 08/2018 |
| The Prudential Insurance Company Of America | Wauwatosa | WI | 09/2015 | 08/2018 |
| Hightower Securities Llc | Brookfield | WI | 08/2018 | 05/2019 |
| The Prudential Insurance Company Of America | Wauwatosa | WI | 08/2019 | 04/2022 |
| Pruco Securities, Llc | Wauwatosa | WI | 08/2019 | 04/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Wauwautosa | WI | 05/2022 | 08/2024 |
| Transcend Advisor Group | Milwaukee | WI | 09/2024 | 12/2024 |
| Annex Wealth Management | Brookfield | WI | 01/2025 | Present |
Rental Property Owner. Mr. Claussen spends approximately 5 hours a month during non-business hours, maintaining the property. THE LUPUS FOUNDATION-NOT INVESTMENT RELATED. 2600 N MAYFAIR RD. MILWAUKEE, WI 53226. START DATE 8/15/18. TREASURER - 4 HOURS PER MONTH, 2 DURING SECURITIES TRADING HOURS. REVIEW FINANCIAL TRANSACTIONS FOR ACCURACY. NO ACCESS TO FUNDS. ATTENDS BOARD MEETINGS, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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