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Andrew Allen Eichel

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 2023-10-31
  • WI RA
    APPROVED
    Since 2023-10-31

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
Princeton Club New Berlin WI 03/2012 11/2016
Umb Fund Services Milwaukee WI 11/2016 10/2017
Umb Distribution Services Milwaukee WI 11/2016 10/2017
Axa Advisors Milwaukee WI 06/2016 10/2016
The Vanguard Group, Inc. Scottsdale AZ 10/2017 07/2019
Russell Investments Seattle WA 07/2019 10/2019
Cetera Investment Services Llc Saint Cloud MN 12/2019 10/2023
North Shore Bank Grafton WI 12/2019 10/2023
Cetera Investment Advisers Llc Grafton WI 03/2022 10/2023
Annex Wealth Management Elm Grove WI 10/2023 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
S63 Uniform Securities Agent State Law Examination 2017-12-18
  • 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

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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