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Nikolas Brian Hillstrom

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 2022-11-14
  • WI RA
    APPROVED
    Since 2022-11-14

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
Sendiks Food Market Franklin WI 07/2016 10/2017
Lincoln Contracting Supply West Allis WI 06/2018 01/2021
Lincoln Contracting Supply West Allis WI 05/2021 01/2022
Annex Wealth Management Elm Grove WI 08/2022 Present
Frankiln Public Schools Franklin WI 10/2012 06/2018
Uw Whitewater Whitewater WI 09/2018 06/2022
  • 07/2016 → 10/2017
    Sendiks Food Market
    Franklin, WI
  • 06/2018 → 01/2021
    Lincoln Contracting Supply
    West Allis, WI
  • 05/2021 → 01/2022
    Lincoln Contracting Supply
    West Allis, WI
  • 08/2022 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 10/2012 → 06/2018
    Frankiln Public Schools
    Franklin, WI
  • 09/2018 → 06/2022
    Uw Whitewater
    Whitewater, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-12
  • S65 Uniform Investment Adviser Law Examination
    2022-11-12
Designations
Other Names
  • Nick Hillstrom

View on SEC IAPD

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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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