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Granthem James Beck

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 2026-01-13
  • WI RA
    APPROVED
    Since 2026-01-13

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
University Of Wisconsin Parkside Kenosha WI 09/2014 05/2018
Annex Wealth Management, Llc Elm Grove WI 05/2016 01/2018
Rivermoor Golf Club Waterford WI 01/2018 10/2018
5C Capital Management, Llc Woodcliff Lake NJ 10/2018 06/2019
Rmb Capital Management, Llc Milwaukee WI 09/2019 09/2022
Liberty Financial Group, Inc. Elm Grove WI 12/2022 01/2026
Annex Wealth Management Brookfield WI 01/2026 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-29
  • S65 Uniform Investment Adviser Law Examination
    2019-03-29
Designations

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
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

More in Brookfield, WI

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