Best Investors Account Sign in
Inactive

Jacob Galante

Annex Wealth Management, LLC

Brookfield, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-04-03
  • WI RA
    APPROVED
    Since 2023-04-03

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
Annex Wealth Management Elm Grove WI 01/2022 Present
Fisher Investments Plano TX 06/2020 12/2021
Westbury Bank Pewaukee WI 09/2018 05/2020
Westbury Bank Jackson WI 01/2018 09/2018
Cousins Subs West Bend WI 08/2015 08/2017
Uw Milwaukee Milwaukee WI 09/2016 05/2020
Witte'S Vegetable Market West Bend WI 05/2018 08/2019
  • 01/2022 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 06/2020 → 12/2021
    Fisher Investments
    Plano, TX
  • 09/2018 → 05/2020
    Westbury Bank
    Pewaukee, WI
  • 01/2018 → 09/2018
    Westbury Bank
    Jackson, WI
  • 08/2015 → 08/2017
    Cousins Subs
    West Bend, WI
  • 09/2016 → 05/2020
    Uw Milwaukee
    Milwaukee, WI
  • 05/2018 → 08/2019
    Witte'S Vegetable Market
    West Bend, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-01
  • S65 Uniform Investment Adviser Law Examination
    2023-04-01
Other Names
  • Jake Thomas Galante

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

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

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor