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Samuel Streator

Annex Wealth Management, LLC

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 2026-04-08
  • WI RA
    APPROVED
    Since 2026-04-08

Branch Locations

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
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2022 01/2023
Brady Corporation Milwaukee WI 07/2015 01/2022
Joshua Jonathan Rohde Waukesha WI 01/2023 03/2024
Northwestern Mutual Investment Services Llc Waukesha WI 06/2023 03/2024
Crossfit Funky New Berlin WI 07/2018 Present
Annex Wealth Management Brookfield WI 06/2024 Present
  • 02/2022 → 01/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2015 → 01/2022
    Brady Corporation
    Milwaukee, WI
  • 01/2023 → 03/2024
    Joshua Jonathan Rohde
    Waukesha, WI
  • 06/2023 → 03/2024
    Northwestern Mutual Investment Services Llc
    Waukesha, WI
  • 07/2018 → Present
    Crossfit Funky
    New Berlin, WI
  • 06/2024 → Present
    Annex Wealth Management
    Brookfield, WI
Other Businesses

Crossfit Funky Non-investment related 865 S 160th St, New Berlin, WI 53151 Group Fitness Classes Group Fitness Coach Started coaching in July of 2018, I coach group fitness classes roughly 12-15 hours per month and program the workouts for those classes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08

View on SEC IAPD

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