Andrew Allen Eichel

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

• 03/2012 → 11/2016
  Princeton Club
  New Berlin, WI
• 11/2016 → 10/2017
  Umb Fund Services
  Milwaukee, WI
• 11/2016 → 10/2017
  Umb Distribution Services
  Milwaukee, WI
• 06/2016 → 10/2016
  Axa Advisors
  Milwaukee, WI
• 10/2017 → 07/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2019 → 10/2019
  Russell Investments
  Seattle, WA
• 12/2019 → 10/2023
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2019 → 10/2023
  North Shore Bank
  Grafton, WI
• 03/2022 → 10/2023
  Cetera Investment Advisers Llc
  Grafton, WI
• 10/2023 → Present
  Annex Wealth Management
  Elm Grove, WI

Previous Registrations

• 2022-03-30 → 2023-10-27
  Cetera Investment Advisers Llc
  Grafton, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-03-29
• S63 Uniform Securities Agent State Law Examination
  2017-12-18

Other Names

• Andrew Eichel
• Andrew Allen Eichel