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Michael John Mihm

Annex Wealth Management, LLC

Brookfield, WI

Milwaukee, 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 2017-10-10
  • WI RA
    APPROVED
    Since 2017-10-10

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

424 East Wisconsin Avenue, Suite 2, Milwaukee, WI 53202 • 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
Bmo Harris Bank Milwaukee WI 05/2013 09/2017
H. Beck, Inc. Bethesda MD 10/2017 12/2018
Annex Wealth Management Elm Grove WI 09/2017 Present
  • 05/2013 → 09/2017
    Bmo Harris Bank
    Milwaukee, WI
  • 10/2017 → 12/2018
    H. Beck, Inc.
    Bethesda, MD
  • 09/2017 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
Other Businesses

MICHAEL J. MIHM - INSURANCE Annex insurance Services LLC. Offers clients insurance but receives no commissions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-08
S63 Uniform Securities Agent State Law Examination 1994-05-02
  • S66 Uniform Combined State Law Examination
    2000-12-08
  • S63 Uniform Securities Agent State Law Examination
    1994-05-02
Designations
Other Names
  • Mike Mihm

View on SEC IAPD

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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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