Ryan Jeffrey Komas

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

• 11/2025 → Present
  Annex Wealth Management
  Brookfield, WI
• 07/2023 → 11/2025
  Wfa Asset Management Corp
  Whitefish Bay, WI
• 09/2019 → 05/2023
  University Of Wisconsin Madison
  East Troy, WI
• 05/2016 → 08/2018
  Lake Buelah Sailing School
  Mukwonago, WI
• 11/2013 → 08/2019
  Eisenhower Middle-High School
  New Berlin, WI
• 05/2022 → 09/2022
  Harbour Investments
  Madison, WI
• 05/2018 → 08/2021
  Crossmark Graphics Inc
  New Berlin, WI

Previous Registrations

• 2024-01-08 → 2025-12-04
  Wfa Asset Management Corp
  Whitefish Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-08

Designations

• Certified Financial Planner

Other Names

• Ryan J Komas
• Ryan J Komas