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Timothy Shawn Boyle

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

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 05/2026 Present
Thg Financial Wellesley MA 03/2024 05/2026
Aaa Providence RI 02/2021 03/2024
Aaa Chicago IL 03/2020 03/2021
Asurea Charlotte NC 05/2018 03/2020
Allstate Tuscaloosa AL 01/2016 05/2018
  • 05/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 03/2024 → 05/2026
    Thg Financial
    Wellesley, MA
  • 02/2021 → 03/2024
    Aaa
    Providence, RI
  • 03/2020 → 03/2021
    Aaa
    Chicago, IL
  • 05/2018 → 03/2020
    Asurea
    Charlotte, NC
  • 01/2016 → 05/2018
    Allstate
    Tuscaloosa, AL
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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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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