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Austin A Grandinetti

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 2024-05-23
  • WI RA
    APPROVED
    Since 2024-05-23

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
Chenequa Country Club Hartland WI 05/2014 08/2017
United States Golf Association Hartford WV 06/2017 06/2017
University Of Wisconsin Athletic Department Madison WI 06/2017 06/2018
Settlers Bank Madison WI 05/2018 08/2018
L'eToile Resturant Madison WI 06/2017 09/2017
Red Bull North America Madison WI 08/2018 05/2020
Robert W. Baird Milwaukee WI 05/2019 08/2019
Chasers Bar And Grille Madison WI 12/2019 03/2020
Robert W. Baird Milwaukee WI 06/2020 05/2022
Morgan Stanley Milwaukee WI 10/2022 03/2024
Robert W Baird Milwaukee WI 05/2022 09/2022
Annex Wealth Management Brookfield WI 05/2024 Present
  • 05/2014 → 08/2017
    Chenequa Country Club
    Hartland, WI
  • 06/2017 → 06/2017
    United States Golf Association
    Hartford, WV
  • 06/2017 → 06/2018
    University Of Wisconsin Athletic Department
    Madison, WI
  • 05/2018 → 08/2018
    Settlers Bank
    Madison, WI
  • 06/2017 → 09/2017
    L'eToile Resturant
    Madison, WI
  • 08/2018 → 05/2020
    Red Bull North America
    Madison, WI
  • 05/2019 → 08/2019
    Robert W. Baird
    Milwaukee, WI
  • 12/2019 → 03/2020
    Chasers Bar And Grille
    Madison, WI
  • 06/2020 → 05/2022
    Robert W. Baird
    Milwaukee, WI
  • 10/2022 → 03/2024
    Morgan Stanley
    Milwaukee, WI
  • 05/2022 → 09/2022
    Robert W Baird
    Milwaukee, WI
  • 05/2024 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01
Designations

View on SEC IAPD

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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
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

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