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Bronwyn Theisen

Annex Wealth Management, LLC

Mequon, 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
WI RA APPROVED 2026-01-02
  • WI RA
    APPROVED
    Since 2026-01-02

Branch Locations

12200 Corporate Parkway, Suite 800, Mequon, WI 53092 • 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
Bmo Harris Financial Advisors, Inc Cedarburg WI 04/2014 03/2021
Bmo Harris Na Port Washington WI 07/2008 07/2022
Lpl Financial Llc Cedarburg WI 03/2021 08/2022
Pnc Bank Milwaukee WI 09/2022 09/2024
J.P. Morgan Securities Llc Milwaukee WI 09/2024 11/2025
Jpmorgan Chase Bank, N.A. Milwaukee WI 09/2024 Present
Annex Wealth Management Brookfield WI 12/2025 Present
  • 04/2014 → 03/2021
    Bmo Harris Financial Advisors, Inc
    Cedarburg, WI
  • 07/2008 → 07/2022
    Bmo Harris Na
    Port Washington, WI
  • 03/2021 → 08/2022
    Lpl Financial Llc
    Cedarburg, WI
  • 09/2022 → 09/2024
    Pnc Bank
    Milwaukee, WI
  • 09/2024 → 11/2025
    J.P. Morgan Securities Llc
    Milwaukee, WI
  • 09/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Milwaukee, WI
  • 12/2025 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
S63 Uniform Securities Agent State Law Examination 2014-07-23
  • S66 Uniform Combined State Law Examination
    2024-11-14
  • S63 Uniform Securities Agent State Law Examination
    2014-07-23
Other Names
  • Bryn Alice Theisen
  • Bronwyn Alice Fell
  • Bryn A Theisen
  • Bronwyn Theisen
  • Bronwyn Alice Theisen

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

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