Clayton Joel Beilfuss

Employer firm

Annex Wealth Management, LLC CRD 127987

$8.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  Annex Wealth Management
  Brookfield, WI
• 10/2017 → 05/2018
  Marriott
  Pewaukee, WI
• 11/2018 → 02/2022
  Westwood Health And Fitness
  Waukesha, WI
• 05/2018 → 09/2022
  The Legends Club
  Wales, WI
• 12/2022 → 12/2023
  Ymca
  Lacrosse, WI
• 06/2023 → 09/2023
  Associated Bank
  Oconomowoc, WI
• 01/2024 → 05/2024
  Altra Federal Credit Union
  Onalaska, WI
• 07/2024 → 08/2024
  Johnson Financial Group
  Brookfield, WI
• 08/2014 → 06/2020
  Waukesha School District
  Waukesha, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-17