Granthem James Beck

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 05/2018
  University Of Wisconsin Parkside
  Kenosha, WI
• 05/2016 → 01/2018
  Annex Wealth Management, Llc
  Elm Grove, WI
• 01/2018 → 10/2018
  Rivermoor Golf Club
  Waterford, WI
• 10/2018 → 06/2019
  5C Capital Management, Llc
  Woodcliff Lake, NJ
• 09/2019 → 09/2022
  Rmb Capital Management, Llc
  Milwaukee, WI
• 12/2022 → 01/2026
  Liberty Financial Group, Inc.
  Elm Grove, WI
• 01/2026 → Present
  Annex Wealth Management
  Brookfield, WI

Previous Registrations

• 2023-02-24 → 2026-05-21
  Liberty Financial Group, Inc.
  Elm Grove, WI
• 2019-09-04 → 2022-09-26
  Curi Capital, Llc
  Milwaukee, WI
  Chicago, IL
• 2019-05-08 → 2019-07-18
  5C Capital Management, Llc
  Woodcliff Lake, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-29

Designations

• Certified Financial Planner