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Eric James Turba

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 2026-05-18
  • WI RA
    APPROVED
    Since 2026-05-18

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 03/2026 Present
Us Bank Milwaukee WI 08/2024 10/2025
North Central College Naperville IL 08/2020 05/2024
Pewaukee School District Pewaukee WI 08/2015 06/2020
Unemployed Waukesha WI 10/2025 03/2026
Uw Madison Madison WI 01/2026 Present
  • 03/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 08/2024 → 10/2025
    Us Bank
    Milwaukee, WI
  • 08/2020 → 05/2024
    North Central College
    Naperville, IL
  • 08/2015 → 06/2020
    Pewaukee School District
    Pewaukee, WI
  • 10/2025 → 03/2026
    Unemployed
    Waukesha, WI
  • 01/2026 → Present
    Uw Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18

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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