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Annex Wealth Management, LLC CRD 127987
$8.05B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-13 |
| WI | RA | APPROVED | 2025-11-13 |
Branch Locations
733 E. Henry Clay Street, Whitefish Bay, WI 53217 • United States
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfa Asset Management | Milwaukee | WI | 09/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-24 |
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