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Logan Alexander Kepler

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 2023-07-18
  • WI RA
    APPROVED
    Since 2023-07-18

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
Franks Piggy Wiggly East Troy WI 11/2017 03/2018
Unemployed Waukesha WI 03/2018 08/2018
Marquette University Milwaukee WI 08/2018 05/2019
Bluemound Express Waukesha WI 06/2019 08/2019
Uw Madison Madison WI 09/2019 05/2020
Bluemound Express Waukesha WI 05/2020 08/2020
Uw Madison Madison WI 09/2020 05/2021
Achtenhagen Seasonal Services Eagle WI 05/2021 08/2021
Uw Madison Madison WI 09/2021 08/2022
Unemployed Waukesha WI 09/2022 12/2022
Mukwonago Area School District Mukwonago WI 09/2012 06/2018
Annex Wealth Management Elm Grove WI 01/2023 Present
  • 11/2017 → 03/2018
    Franks Piggy Wiggly
    East Troy, WI
  • 03/2018 → 08/2018
    Unemployed
    Waukesha, WI
  • 08/2018 → 05/2019
    Marquette University
    Milwaukee, WI
  • 06/2019 → 08/2019
    Bluemound Express
    Waukesha, WI
  • 09/2019 → 05/2020
    Uw Madison
    Madison, WI
  • 05/2020 → 08/2020
    Bluemound Express
    Waukesha, WI
  • 09/2020 → 05/2021
    Uw Madison
    Madison, WI
  • 05/2021 → 08/2021
    Achtenhagen Seasonal Services
    Eagle, WI
  • 09/2021 → 08/2022
    Uw Madison
    Madison, WI
  • 09/2022 → 12/2022
    Unemployed
    Waukesha, WI
  • 09/2012 → 06/2018
    Mukwonago Area School District
    Mukwonago, WI
  • 01/2023 → Present
    Annex Wealth Management
    Elm Grove, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-18
  • S65 Uniform Investment Adviser Law Examination
    2023-07-18

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
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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