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Inactive

Rece Mulder

Annex Wealth Management, LLC

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 2026-07-30
  • WI RA
    APPROVED
    Since 2026-07-30

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
OrganizationCityStateFromTo
Annex Wealth Management Brookfield WI 07/2026 Present
Good Feet Store West Allis WI 08/2025 07/2026
Saputo Wauwatosa WI 05/2022 08/2025
Bmoc Madison WI 08/2022 05/2023
Trader Joe's Madison WI 01/2021 05/2022
Muza Sheet Metal Oshkosh WI 05/2019 08/2020
Glacier Hills Credit Union Fond Du Lac WI 07/2018 05/2019
Culver's Fond Du Lac WI 06/2017 07/2018
University Of Wisconsin - Madison Madison WI 09/2019 05/2023
Laconia School District Rosendale WI 08/2015 05/2019
  • 07/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 08/2025 → 07/2026
    Good Feet Store
    West Allis, WI
  • 05/2022 → 08/2025
    Saputo
    Wauwatosa, WI
  • 08/2022 → 05/2023
    Bmoc
    Madison, WI
  • 01/2021 → 05/2022
    Trader Joe's
    Madison, WI
  • 05/2019 → 08/2020
    Muza Sheet Metal
    Oshkosh, WI
  • 07/2018 → 05/2019
    Glacier Hills Credit Union
    Fond Du Lac, WI
  • 06/2017 → 07/2018
    Culver's
    Fond Du Lac, WI
  • 09/2019 → 05/2023
    University Of Wisconsin - Madison
    Madison, WI
  • 08/2015 → 05/2019
    Laconia School District
    Rosendale, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-16
  • S65 Uniform Investment Adviser Law Examination
    2026-05-16

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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

More in Brookfield, WI

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