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Russell Joseph Enea

Annex Wealth Management, LLC

Brookfield, WI

Whitefish Bay, 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 2025-11-13
  • WI RA
    APPROVED
    Since 2025-11-13

Branch Locations

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

733 E. Henry Clay Street, Whitefish Bay, WI 53217 • 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 Bay WI 01/2024 Present
University Of Minnesota Minneapolis MN 09/2019 12/2022
Alliance Bernstein New York NY 01/2023 01/2024
Whitefish Bay High School Milwaukee WI 09/2015 06/2019
Wfa Asset Management Milwaukee WI 06/2019 09/2019
Ray Jacobson & Son's Milwaukee WI 06/2020 09/2020
Northwestern Mutual Milwaukee WI 06/2021 09/2021
Robert W. Baird Milwaukee WI 06/2022 09/2022
  • 01/2024 → Present
    Wfa Asset Management Corp
    Whitefish Bay, WI
  • 09/2019 → 12/2022
    University Of Minnesota
    Minneapolis, MN
  • 01/2023 → 01/2024
    Alliance Bernstein
    New York, NY
  • 09/2015 → 06/2019
    Whitefish Bay High School
    Milwaukee, WI
  • 06/2019 → 09/2019
    Wfa Asset Management
    Milwaukee, WI
  • 06/2020 → 09/2020
    Ray Jacobson & Son's
    Milwaukee, WI
  • 06/2021 → 09/2021
    Northwestern Mutual
    Milwaukee, WI
  • 06/2022 → 09/2022
    Robert W. Baird
    Milwaukee, WI
Previous Registrations
  • 2025-08-26 → 2025-12-04
    Wfa Asset Management Corp
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26
Other Names
  • Russ Enea
  • Russell J Enea
  • Russell Enea

View on SEC IAPD

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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

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