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Jake Robert Janicek

Annex Wealth Management, LLC

Whitefish Bay, WI

Brookfield, WI

CRD 7299969

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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:

Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-13
  • WI RA
    APPROVED
    Since 2025-11-13

Branch Locations

733 E. Henry Clay Street, Whitefish Bay, WI 53217 • United States

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
Wfa Asset Management Corp. Whitefish WI 01/2017 Present
Bakers Square Greenfield WI 10/2010 05/2017
Uwm - Milwaukee Milwaukee WI 09/2013 12/2017
  • 01/2017 → Present
    Wfa Asset Management Corp.
    Whitefish, WI
  • 10/2010 → 05/2017
    Bakers Square
    Greenfield, WI
  • 09/2013 → 12/2017
    Uwm - Milwaukee
    Milwaukee, WI
Previous Registrations
  • 2023-12-20 → 2025-12-04
    Wfa Asset Management Corp
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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