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Clayton Joel Beilfuss

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 2024-12-17
  • WI RA
    APPROVED
    Since 2024-12-17

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 08/2024 Present
Marriott Pewaukee WI 10/2017 05/2018
Westwood Health And Fitness Waukesha WI 11/2018 02/2022
The Legends Club Wales WI 05/2018 09/2022
Ymca Lacrosse WI 12/2022 12/2023
Associated Bank Oconomowoc WI 06/2023 09/2023
Altra Federal Credit Union Onalaska WI 01/2024 05/2024
Johnson Financial Group Brookfield WI 07/2024 08/2024
Waukesha School District Waukesha WI 08/2014 06/2020
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17

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
Logan Alexander Kepler
Ryan Jeffrey Komas

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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