Gregory Vidmar

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2016-05-26

Designations

• Certified Financial Planner

Other Names

• Gregory Vidmar
• Gregory Scott Vidmar