Best Investors Account Sign in
Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-07
  • WI RA
    APPROVED
    Since 2022-11-07

Branch Locations

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

12200 Corporate Parkway, Suite 800, Mequon, WI 53092 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2013 09/2018
Northwestern Mutual Investment Services, Llc Milwaukee WI 01/2014 10/2018
Christopher Fugman Glendale WI 10/2018 02/2020
Scott Mila Waukesha WI 02/2020 03/2021
Johnson Wealth Inc Milwaukee WI 09/2021 10/2022
Fis Milwaukee WI 04/2021 09/2021
Johnson Bank Milwaukee WI 05/2022 10/2022
Annex Wealth Management Elm Grove WI 10/2022 Present
  • 09/2013 → 09/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2014 → 10/2018
    Northwestern Mutual Investment Services, Llc
    Milwaukee, WI
  • 10/2018 → 02/2020
    Christopher Fugman
    Glendale, WI
  • 02/2020 → 03/2021
    Scott Mila
    Waukesha, WI
  • 09/2021 → 10/2022
    Milwaukee, WI
  • 04/2021 → 09/2021
    Fis
    Milwaukee, WI
  • 05/2022 → 10/2022
    Johnson Bank
    Milwaukee, WI
  • 10/2022 → Present
    Annex Wealth Management
    Elm Grove, WI
Previous Registrations
Other Businesses

MR. FISHER IS ALSO LICENSED FOR SALE OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS BUT NOT CURRENTLY EMPLOYED BY ANY INSURANCE COMPANY AND NOT CURRENTLY SELLING ANY OF THESE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
S63 Uniform Securities Agent State Law Examination 2014-06-20
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05
  • S63 Uniform Securities Agent State Law Examination
    2014-06-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor