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Jacob Keith Vander Galien

Annex Wealth Management, LLC

Delafield, WI

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 2024-11-14
  • WI RA
    APPROVED
    Since 2024-11-14

Branch Locations

2301 Sun Valley Drive, Suite 100, Delafield, WI 53018 • 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
Culvers Waukesha WI 09/2013 11/2021
Northwestern Mutual Milwaukee WI 05/2018 10/2018
Annex Wealth Management Brookfield WI 11/2021 Present
  • 09/2013 → 11/2021
    Culvers
    Waukesha, WI
  • 05/2018 → 10/2018
    Northwestern Mutual
    Milwaukee, WI
  • 11/2021 → Present
    Annex Wealth Management
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25
Other Names
  • Jacob Keith Kontowicz

View on SEC IAPD

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