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Brooke Morgan Wilken

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 2024-05-03
  • WI RA
    APPROVED
    Since 2024-05-03

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 Brookfield WI 01/2024 Present
Accenture Chicago IL 01/2020 01/2024
University Of Wi Eau Claire Eau Claire WI 09/2018 12/2019
Thrivent Appleton WI 05/2019 08/2019
Schneider National Green Bay WI 05/2017 08/2018
University Of Wi Eau Claire Eau Claire WI 09/2015 12/2019
  • 01/2024 → Present
    Annex Wealth Management
    Brookfield, WI
  • 01/2020 → 01/2024
    Accenture
    Chicago, IL
  • 09/2018 → 12/2019
    University Of Wi Eau Claire
    Eau Claire, WI
  • 05/2019 → 08/2019
    Thrivent
    Appleton, WI
  • 05/2017 → 08/2018
    Schneider National
    Green Bay, WI
  • 09/2015 → 12/2019
    University Of Wi Eau Claire
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-03
  • S65 Uniform Investment Adviser Law Examination
    2024-05-03
Designations
Other Names
  • Brooke Morgan Wimberly

View on SEC IAPD

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MARINER
M HOLDINGS SECURITIES, INC.
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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