Derek Van Wagoner Felske

Current Employers

Annex Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2011-07-20

WI RA
APPROVED

Since 2011-07-20

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

Organization	City	State	From	To
Annex Wealth Management	Elm Grove	WI	04/2011	Present
H. Beck, Inc.	Rockville	MD	09/2011	12/2018

04/2011 → Present

Annex Wealth Management

Elm Grove, WI
09/2011 → 12/2018

H. Beck, Inc.

Rockville, MD

Previous Registrations

2010-05-10 → 2011-02-11

Fsc Securities Corporation

Wauwatosa, WI

Other Businesses

EXECUTOR-CORA ARDEN TRUST POSITION: EXECUTOR NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2004 ADDRESS: 12700 W BLUEMOUND RD, ELM GROVE WI 53122 DESCRIPTION: EXECUTOR TO THE CORA ARDEN TRUST

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-03-15

S63 Uniform Securities Agent State Law Examination

2010-03-15

Designations

Other Names

Derek Vanwagoner Felske

View on SEC IAPD

Current Employers

Annex Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews