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Marilou Davido

Annex Wealth Management, LLC

Brookfield, WI

Whitefish Bay, 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
TX RA APPROVED 2025-11-13
WI RA APPROVED 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-13
  • WI RA
    APPROVED
    Since 2025-11-13

Branch Locations

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

733 E. Henry Clay Street, Whitefish Bay, WI 53217 • 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
Wfa Asset Management Whitefish Bay WI 02/2015 Present
  • 02/2015 → Present
    Wfa Asset Management
    Whitefish Bay, WI
Previous Registrations
  • 2017-08-17 → 2025-12-04
    Wfa Asset Management Corp
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-17
  • S65 Uniform Investment Adviser Law Examination
    2017-08-17
Designations

View on SEC IAPD

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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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