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Brady Dennis Michaelis

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 2023-07-26
  • WI RA
    APPROVED
    Since 2023-07-26

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
Annex Wealth Management Elm Grove WI 01/2023 Present
U.S. Army Madison WI 09/2016 Present
Super Sealers Asphalt Delafield WI 06/2020 01/2023
Uw Whitewater Whitewater WI 09/2019 12/2022
Kwik Trip Wales WI 10/2019 01/2021
Zero Zone North Prairie WI 04/2017 06/2020
Kettle Moraine School District Wales WI 11/2017 04/2018
Kettle Moraine High School Wales WI 09/2012 09/2016
Ace Hardware Delafield WI 04/2015 09/2016
  • 01/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 09/2016 → Present
    U.S. Army
    Madison, WI
  • 06/2020 → 01/2023
    Super Sealers Asphalt
    Delafield, WI
  • 09/2019 → 12/2022
    Uw Whitewater
    Whitewater, WI
  • 10/2019 → 01/2021
    Kwik Trip
    Wales, WI
  • 04/2017 → 06/2020
    Zero Zone
    North Prairie, WI
  • 11/2017 → 04/2018
    Kettle Moraine School District
    Wales, WI
  • 09/2012 → 09/2016
    Kettle Moraine High School
    Wales, WI
  • 04/2015 → 09/2016
    Ace Hardware
    Delafield, WI
Other Businesses

US Army - 2nd LT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-26
  • S65 Uniform Investment Adviser Law Examination
    2023-07-26
Designations

View on SEC IAPD

Other Firms

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MARINER
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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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