Benjamin Allen Johnson

Employer firm

Annex Wealth Management, LLC CRD 127987

$8.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 04/2025
  Totalmed
  Appleton, WI
• 01/2019 → 06/2019
  Execusearch Group
  New York, NY
• 03/2016 → 12/2018
  Advanced Resources
  Chicago, IL
• 05/2025 → 11/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2025 → 11/2025
  Northwestern Mutual Investment Services Llc
  Appleton, WI
• 08/2025 → 11/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2025 → Present
  Annex Wealth Management
  Brookfield, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-14
• S63 Uniform Securities Agent State Law Examination
  2025-07-09

Other Names

• Benjamin A Johnson
• Ben Johnson