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Kevin Trecek

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 2023-05-12
  • WI RA
    APPROVED
    Since 2023-05-12

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
Dunham's Sports New Berlin WI 12/2020 06/2021
Third Coast Advisors Pewaukee WI 05/2020 12/2020
Bob's Grading Inc Mukwonago WI 05/2019 09/2019
Aviand's Uww-Dining Services Whitewater WI 03/2018 05/2019
New Berlin Hills Golf Course New Berlin WI 02/2016 08/2017
Uw Whitewater Whitewater WI 09/2017 03/2018
Aviand's Uww-Dining Services Whitewater WI 09/2019 05/2020
Aviand's Uww Dining Services Whitewater WI 09/2020 12/2020
Thrivent Investment Management Inc Waukesha WI 06/2021 Present
Thrivent Financial Appleton WI 08/2021 10/2021
Thrivent Financial Appleton WI 10/2021 05/2023
Annex Wealth Management Elm Grove WI 05/2023 Present
  • 12/2020 → 06/2021
    Dunham's Sports
    New Berlin, WI
  • 05/2020 → 12/2020
    Third Coast Advisors
    Pewaukee, WI
  • 05/2019 → 09/2019
    Bob's Grading Inc
    Mukwonago, WI
  • 03/2018 → 05/2019
    Aviand's Uww-Dining Services
    Whitewater, WI
  • 02/2016 → 08/2017
    New Berlin Hills Golf Course
    New Berlin, WI
  • 09/2017 → 03/2018
    Uw Whitewater
    Whitewater, WI
  • 09/2019 → 05/2020
    Aviand's Uww-Dining Services
    Whitewater, WI
  • 09/2020 → 12/2020
    Aviand's Uww Dining Services
    Whitewater, WI
  • 06/2021 → Present
    Thrivent Investment Management Inc
    Waukesha, WI
  • 08/2021 → 10/2021
    Thrivent Financial
    Appleton, WI
  • 10/2021 → 05/2023
    Thrivent Financial
    Appleton, WI
  • 05/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
  • S66 Uniform Combined State Law Examination
    2021-08-02
Designations

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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