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Brian Andrew Bartholomew

Annex Wealth Management, LLC

Brookfield, WI

Madison, 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 2020-02-20
  • WI RA
    APPROVED
    Since 2020-02-20

Branch Locations

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

1200 John Q Hammons Drive, Suite 101, Madison, WI 53717 • 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
Rsm Us Wealth Management Llc Madison WI 08/2016 12/2019
Annex Wealth Management Elm Grove WI 01/2020 Present
  • 08/2016 → 12/2019
    Rsm Us Wealth Management Llc
    Madison, WI
  • 01/2020 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-26
  • S66 Uniform Combined State Law Examination
    2014-06-26

View on SEC IAPD

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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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