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Nicholas Enea

Annex Wealth Management, LLC

Whitefish Bay, WI

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
TX RA APPROVED 2025-11-13
WI RA APPROVED 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-13
  • WI RA
    APPROVED
    Since 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

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
Wfa Asset Management Milwaukee WI 09/1994 Present
  • 09/1994 → Present
    Wfa Asset Management
    Milwaukee, WI
Previous Registrations
  • 1994-01-21 → 2025-12-04
    Wfa Asset Management Corp
    Whitefish Bay, WI
    Whitefish Bay, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-07-21
S65 Uniform Investment Adviser Law Examination 1994-10-24
  • S63 Uniform Securities Agent State Law Examination
    1995-07-21
  • S65 Uniform Investment Adviser Law Examination
    1994-10-24
Designations

View on SEC IAPD

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Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Whitefish Bay, WI
MERIT FINANCIAL ADVISORS · WHITEFISH BAY, WI
J.P. MORGAN SECURITIES LLC · Glendale, WI
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KORBITZ FINANCIAL PLANNING LLC · MILWAUKEE, WI
THRIVENT INVESTMENT MANAGEMENT INC. · GLENDALE, WI
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