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Michael Dodge

Annex Wealth Management, LLC

Brookfield, WI

Naples, FL

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Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-01
WI RA APPROVED 2025-07-16
  • FL RA
    APPROVED
    Since 2025-08-01
  • WI RA
    APPROVED
    Since 2025-07-16

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

4901 Tamiami Trail North, Naples, FL 34103 • 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
Massmutual/Wieken Wealth Management State College PA 08/2019 01/2022
Mml Investors Services State College PA 09/2019 01/2022
Pnc Bank Pittsburgh PA 10/2015 01/2019
Pa Army National Guard Mt Pleasant PA 09/2012 10/2020
Fidelity Investments Naples FL 01/2022 11/2023
Fifth Third Securities Naples FL 11/2023 07/2025
Fifth Third Bank Naples FL 11/2023 07/2025
Annex Wealth Management Brookfield WI 07/2025 Present
  • 08/2019 → 01/2022
    Massmutual/Wieken Wealth Management
    State College, PA
  • 09/2019 → 01/2022
    Mml Investors Services
    State College, PA
  • 10/2015 → 01/2019
    Pnc Bank
    Pittsburgh, PA
  • 09/2012 → 10/2020
    Pa Army National Guard
    Mt Pleasant, PA
  • 01/2022 → 11/2023
    Fidelity Investments
    Naples, FL
  • 11/2023 → 07/2025
    Fifth Third Securities
    Naples, FL
  • 11/2023 → 07/2025
    Fifth Third Bank
    Naples, FL
  • 07/2025 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-25
  • S66 Uniform Combined State Law Examination
    2019-10-25
Designations

View on SEC IAPD

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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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