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David Alan Panitzke

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 2025-06-21
  • WI RA
    APPROVED
    Since 2025-06-21

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 02/2025 05/2026
St. Paul's Lutheran Church Muskego WI 06/2022 12/2024
Annex Wealth Management Elm Grove WI 12/2021 05/2022
First Midwest Bank Brookfield WI 03/2021 12/2021
Northshore Bank Fox Point WI 01/2020 02/2021
Northshore Bank Mequon WI 08/2018 12/2019
Orbit Medical New Berlin WI 04/2018 08/2018
Cellular Sales Orlando FL 02/2017 01/2018
Unemployed Palm Coast FL 09/2016 01/2017
Annex Wealth Management Brookfield WI 05/2026 Present
  • 02/2025 → 05/2026
    Annex Wealth Management
    Brookfield, WI
  • 06/2022 → 12/2024
    St. Paul's Lutheran Church
    Muskego, WI
  • 12/2021 → 05/2022
    Annex Wealth Management
    Elm Grove, WI
  • 03/2021 → 12/2021
    First Midwest Bank
    Brookfield, WI
  • 01/2020 → 02/2021
    Northshore Bank
    Fox Point, WI
  • 08/2018 → 12/2019
    Northshore Bank
    Mequon, WI
  • 04/2018 → 08/2018
    Orbit Medical
    New Berlin, WI
  • 02/2017 → 01/2018
    Cellular Sales
    Orlando, FL
  • 09/2016 → 01/2017
    Unemployed
    Palm Coast, FL
  • 05/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20
Designations

View on SEC IAPD

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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

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