Best Investors Account Sign in
Inactive

Jack H Laubusch

Annex Wealth Management, LLC

Brookfield, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-31
  • WI RA
    APPROVED
    Since 2026-08-31

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 06/2026 Present
Annex Wealth Management Brookfield WI 06/2025 08/2025
Westmoor Country Club Brookfield WI 05/2019 11/2019
Robert W Baird Milwaukee WI 06/2021 08/2022
University Of Wisconsin - Madison Madisob WI 08/2022 05/2026
Marquette High School Milwaukee WI 08/2018 05/2022
Elmbrook School District Elm Brooke WI 08/2015 05/2018
Clearwater Outdoor Kayak Rental Milwaukee WI 05/2020 11/2021
City Bar Madison WI 08/2023 05/2026
  • 06/2026 → Present
    Annex Wealth Management
    Brookfield, WI
  • 06/2025 → 08/2025
    Annex Wealth Management
    Brookfield, WI
  • 05/2019 → 11/2019
    Westmoor Country Club
    Brookfield, WI
  • 06/2021 → 08/2022
    Robert W Baird
    Milwaukee, WI
  • 08/2022 → 05/2026
    University Of Wisconsin - Madison
    Madisob, WI
  • 08/2018 → 05/2022
    Marquette High School
    Milwaukee, WI
  • 08/2015 → 05/2018
    Elmbrook School District
    Elm Brooke, WI
  • 05/2020 → 11/2021
    Clearwater Outdoor Kayak Rental
    Milwaukee, WI
  • 08/2023 → 05/2026
    City Bar
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor