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Rebecca Lynn Posig

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 2023-08-28
  • WI RA
    APPROVED
    Since 2023-08-28

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
Kowal Investment Group Waukesha WI 05/2022 04/2023
Stein's Garden Center Greenfield WI 05/2021 08/2021
Carroll University Learning Waukesha WI 01/2022 05/2023
Carroll University Registrar's Office Waukesha WI 09/2019 05/2023
Annex Wealth Management Elm Grove WI 05/2023 Present
Greenfield School District Greenfield WI 07/2013 09/2019
  • 05/2022 → 04/2023
    Kowal Investment Group
    Waukesha, WI
  • 05/2021 → 08/2021
    Stein's Garden Center
    Greenfield, WI
  • 01/2022 → 05/2023
    Carroll University Learning
    Waukesha, WI
  • 09/2019 → 05/2023
    Carroll University Registrar's Office
    Waukesha, WI
  • 05/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 07/2013 → 09/2019
    Greenfield School District
    Greenfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-26
Designations

View on SEC IAPD

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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

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