Best Investors Account Sign in
Inactive

Martha Mary Kuhn

Annex Wealth Management, LLC

Brookfield, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-31
  • WI RA
    APPROVED
    Since 2022-10-31

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
Cetera Advisor Networks El Segundo CA 02/2020 07/2020
The Benefits Companies, Inc. Brookfield WI 10/2016 10/2021
Cetera Advisor Networks El Segundo CA 07/2020 10/2021
Lifetouch National School Studios Wauwatosa WI 11/2005 10/2016
Annex Wealth Management Elm Grove WI 10/2021 04/2022
Annex Wealth Management Elm Grove WI 05/2022 Present
  • 02/2020 → 07/2020
    Cetera Advisor Networks
    El Segundo, CA
  • 10/2016 → 10/2021
    The Benefits Companies, Inc.
    Brookfield, WI
  • 07/2020 → 10/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2005 → 10/2016
    Lifetouch National School Studios
    Wauwatosa, WI
  • 10/2021 → 04/2022
    Annex Wealth Management
    Elm Grove, WI
  • 05/2022 → Present
    Annex Wealth Management
    Elm Grove, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-31
S63 Uniform Securities Agent State Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2022-10-31
  • S63 Uniform Securities Agent State Law Examination
    2020-12-21
Other Names
  • Martha Mary Lipscomb

View on SEC IAPD

Other Firms

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

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor