Mitchell J Vanden Heuvel

Employer firm

Annex Wealth Management, LLC CRD 127987

$8.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-05-16

Other Names

• Mitchell J Vandenheuvel