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Matthew Ross Krenke

Annex Wealth Management, LLC

Brookfield, WI

Appleton, 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 2019-03-07
  • WI RA
    APPROVED
    Since 2019-03-07

Branch Locations

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

2801 Enterprise Avenue, Suite 101, Appleton, WI 54913 • 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
Asc Wealth & Retirement Advisors Llc Appleton WI 01/2016 11/2018
Annex Wealth Management Appleton WI 12/2018 Present
  • 01/2016 → 11/2018
    Asc Wealth & Retirement Advisors Llc
    Appleton, WI
  • 12/2018 → Present
    Annex Wealth Management
    Appleton, WI
Previous Registrations
Other Businesses

I hold a WI health and life insurance license

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-13
  • S66 Uniform Combined State Law Examination
    2006-10-13
Designations

View on SEC IAPD

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ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler
Ryan Jeffrey Komas

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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