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Mitchell J Vanden Heuvel

Annex Wealth Management, LLC

Appleton, 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 2023-05-16
  • WI RA
    APPROVED
    Since 2023-05-16

Branch Locations

2801 E. Enterprise Avenue, Suite 101, Appleton, WI 54913 • 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
Annex Wealth Management Elm Grove WI 02/2023 Present
Van Zeeland Nursery Little Chute WI 06/2017 08/2017
University Of Wisconsin Madison Madison WI 08/2016 05/2020
Humana Insurance Green Bay WI 05/2018 05/2019
Humana Insurance Louisville KY 05/2019 05/2020
Humana Insurance Green Bay WI 05/2020 11/2022
Thrivent Appleton WI 11/2022 02/2023
  • 02/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 06/2017 → 08/2017
    Van Zeeland Nursery
    Little Chute, WI
  • 08/2016 → 05/2020
    University Of Wisconsin Madison
    Madison, WI
  • 05/2018 → 05/2019
    Humana Insurance
    Green Bay, WI
  • 05/2019 → 05/2020
    Humana Insurance
    Louisville, KY
  • 05/2020 → 11/2022
    Humana Insurance
    Green Bay, WI
  • 11/2022 → 02/2023
    Thrivent
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16
Other Names
  • Mitchell J Vandenheuvel

View on SEC IAPD

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Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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