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Mark F. Schaefer

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 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

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 08/2024 Present
University Of Wisconsin Madison WI 09/2020 05/2024
Blue Mound Country Club Wauwatosa WI 06/2015 09/2023
Wauwatosa School District Wauwatosa WI 09/2013 06/2020
Annex Wealth Management Elm Grove WI 05/2023 08/2023
  • 08/2024 → Present
    Annex Wealth Management
    Brookfield, WI
  • 09/2020 → 05/2024
    University Of Wisconsin
    Madison, WI
  • 06/2015 → 09/2023
    Blue Mound Country Club
    Wauwatosa, WI
  • 09/2013 → 06/2020
    Wauwatosa School District
    Wauwatosa, WI
  • 05/2023 → 08/2023
    Annex Wealth Management
    Elm Grove, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27
Other Names
  • Mark Frederick Schaefer

View on SEC IAPD

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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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