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Aaron John Bain

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 2026-04-08
  • WI RA
    APPROVED
    Since 2026-04-08

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
Kwik Trip Delafield WI 07/2021 01/2026
Annex Wealth Management, Llc Brookfield WI 06/2025 09/2025
Teachers Painting Service Waukesha WI 05/2024 08/2024
University Of Wisconsin - La Crosse La Crosse WI 09/2021 12/2025
Arrowhead School District Hartland WI 01/2016 06/2021
Annex Wealth Management Brookfield WI 01/2026 Present
  • 07/2021 → 01/2026
    Kwik Trip
    Delafield, WI
  • 06/2025 → 09/2025
    Annex Wealth Management, Llc
    Brookfield, WI
  • 05/2024 → 08/2024
    Teachers Painting Service
    Waukesha, WI
  • 09/2021 → 12/2025
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 01/2016 → 06/2021
    Arrowhead School District
    Hartland, WI
  • 01/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08

View on SEC IAPD

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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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