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Elena Jane Erkenswick

Annex Wealth Management, LLC

Brookfield, WI

Libertyville, IL

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Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-21
WI RA APPROVED 2026-08-21
  • IL RA
    APPROVED
    Since 2026-08-21
  • WI RA
    APPROVED
    Since 2026-08-21

Branch Locations

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

1580 S Milwaukee Avenue #103, Libertyville, IL 60048 • 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 Brookfield WI 01/2026 Present
Annex Wealth Management Brookfield WI 01/2025 04/2025
Joseph G Erkenswick Cpa Lake Bluff IL 01/2023 04/2026
Heinen's Lake Bluff IL 08/2018 02/2026
Lake Bluff Park District Lake Bluff IL 05/2018 08/2018
College Of Lake County Grayslake IL 06/2020 08/2023
Lake Forest School District Lake Bluff IL 01/2016 05/2020
  • 01/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 01/2025 → 04/2025
    Annex Wealth Management
    Brookfield, WI
  • 01/2023 → 04/2026
    Joseph G Erkenswick Cpa
    Lake Bluff, IL
  • 08/2018 → 02/2026
    Heinen's
    Lake Bluff, IL
  • 05/2018 → 08/2018
    Lake Bluff Park District
    Lake Bluff, IL
  • 06/2020 → 08/2023
    College Of Lake County
    Grayslake, IL
  • 01/2016 → 05/2020
    Lake Forest School District
    Lake Bluff, IL
Other Businesses

Joseph G. Erkenswick, CPA, 1003 Quassey Ave, Lake Bluff IL - non investment related, tax preparer 60 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

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
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

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