Best Investors Account Sign in
Inactive

Nolan Brandau Mcintyre

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 2025-03-19
  • WI RA
    APPROVED
    Since 2025-03-19

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 01/2025 Present
Annex Wealth Management Brookfield WI 01/2024 01/2025
Hartland School District Hartland WI 09/2013 09/2020
Uw- Lacrosse Lacrosse WI 09/2020 06/2021
Uw-Madison Madison WI 09/2021 12/2024
  • 01/2025 → Present
    Annex Wealth Management
    Brookfield, WI
  • 01/2024 → 01/2025
    Annex Wealth Management
    Brookfield, WI
  • 09/2013 → 09/2020
    Hartland School District
    Hartland, WI
  • 09/2020 → 06/2021
    Uw- Lacrosse
    Lacrosse, WI
  • 09/2021 → 12/2024
    Uw-Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-19
  • S65 Uniform Investment Adviser Law Examination
    2025-03-19

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