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Luis Angel Castellanos Solano

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 2026-06-02
  • WI RA
    APPROVED
    Since 2026-06-02

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
Deloitte Tax Llp Milwaukee WI 07/2024 01/2026
Univertisty Of Wisconsin Whitewater Whitewater WI 01/2023 12/2023
Strohm Ballweg, Llp Middleton WI 06/2023 08/2023
University Of Wisconsin - Whitewater Whitewater WI 09/2020 05/2024
Lake Mills School District Lake Mills WI 08/2015 06/2020
Annex Wealth Management Brookfield WI 01/2026 Present
  • 07/2024 → 01/2026
    Deloitte Tax Llp
    Milwaukee, WI
  • 01/2023 → 12/2023
    Univertisty Of Wisconsin Whitewater
    Whitewater, WI
  • 06/2023 → 08/2023
    Strohm Ballweg, Llp
    Middleton, WI
  • 09/2020 → 05/2024
    University Of Wisconsin - Whitewater
    Whitewater, WI
  • 08/2015 → 06/2020
    Lake Mills School District
    Lake Mills, WI
  • 01/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02

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

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