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Gregory Vidmar

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 2021-09-14
  • WI RA
    APPROVED
    Since 2021-09-14

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
Metlife Securities Inc Rochester MN 12/2015 01/2017
Woodbury Financial Services Inc Fond Du Lac WI 01/2017 09/2021
Annex Wealth Management Elm Grove WI 09/2021 Present
  • 12/2015 → 01/2017
    Metlife Securities Inc
    Rochester, MN
  • 01/2017 → 09/2021
    Woodbury Financial Services Inc
    Fond Du Lac, WI
  • 09/2021 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
  • 2017-01-18 → 2021-09-09
    Woodbury Financial Services, Inc.
    Fond Du Lac, WI
  • 2016-08-26 → 2016-12-31
    Msi Financial Services, Inc.
    Rochester, MN
    La Crosse, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-26
  • S66 Uniform Combined State Law Examination
    2016-05-26
Designations
Other Names
  • Gregory Vidmar
  • Gregory Scott Vidmar

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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