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Pieter J Mulder

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 2026-04-22
  • WI RA
    APPROVED
    Since 2026-04-22

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 01/2026 Present
The Harvey House Madison WI 09/2025 01/2026
Annex Wealth Management Brookfield WI 06/2025 08/2025
The Nitty Gritty Madison WI 04/2025 05/2025
The Melting Pot Brookfield WI 03/2024 08/2024
Zorbaz On The Lake Alexandria MN 05/2018 08/2022
Usa Hockey Alexandria MN 12/2017 03/2022
Uw Madison Madison WI 09/2024 12/2025
University Of St. Thomas St, Paul MN 09/2022 12/2023
Alexandria School District 206 Alexandria MN 01/2016 09/2022
  • 01/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 09/2025 → 01/2026
    The Harvey House
    Madison, WI
  • 06/2025 → 08/2025
    Annex Wealth Management
    Brookfield, WI
  • 04/2025 → 05/2025
    The Nitty Gritty
    Madison, WI
  • 03/2024 → 08/2024
    The Melting Pot
    Brookfield, WI
  • 05/2018 → 08/2022
    Zorbaz On The Lake
    Alexandria, MN
  • 12/2017 → 03/2022
    Usa Hockey
    Alexandria, MN
  • 09/2024 → 12/2025
    Uw Madison
    Madison, WI
  • 09/2022 → 12/2023
    University Of St. Thomas
    St, Paul, MN
  • 01/2016 → 09/2022
    Alexandria School District 206
    Alexandria, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-22
  • S65 Uniform Investment Adviser Law Examination
    2026-04-22

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

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