Best Investors Account Sign in
Inactive

John Charles Himmelspach

Annex Wealth Management, LLC

Brookfield, WI

Mequon, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-05
  • WI RA
    APPROVED
    Since 2026-05-05

Branch Locations

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

12200 Corporate Parkway #800, Mequon, WI 53092 • 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
Dbhw Wealth Partners South Milwaukee WI 03/2024 04/2026
Dbhw Wealth Partners South Milwaukee WI 11/2023 02/2024
Summit Professional Painting Oconomowoc WI 05/2021 11/2023
Jamar Health Products Greendale WI 08/2020 05/2021
Unemployed New Berlin WI 07/2019 08/2020
Wcs Industries Muskego WI 09/2018 07/2019
Unemployed New Berlin WI 06/2018 09/2018
Amcs Incorporated West Milwaukee WI 02/2018 06/2018
Full Time Student New Berlin WI 07/2014 02/2018
Avantax Investment Services Inc. South Milwaukee WI 08/2024 09/2025
Avantax Advisory Services South Milwaukee WI 08/2024 09/2025
Db Wehring Wealth South Milwaukee WI 11/2023 04/2026
Wehring & Db Tax And Wealth Llc South Milwaukee WI 11/2023 04/2026
Cetera Wealth Services, Llc South Milwaukee WI 09/2025 04/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 04/2026
Annex Wealth Management Brookfield WI 04/2026 Present
  • 03/2024 → 04/2026
    Dbhw Wealth Partners
    South Milwaukee, WI
  • 11/2023 → 02/2024
    Dbhw Wealth Partners
    South Milwaukee, WI
  • 05/2021 → 11/2023
    Summit Professional Painting
    Oconomowoc, WI
  • 08/2020 → 05/2021
    Jamar Health Products
    Greendale, WI
  • 07/2019 → 08/2020
    Unemployed
    New Berlin, WI
  • 09/2018 → 07/2019
    Wcs Industries
    Muskego, WI
  • 06/2018 → 09/2018
    Unemployed
    New Berlin, WI
  • 02/2018 → 06/2018
    Amcs Incorporated
    West Milwaukee, WI
  • 07/2014 → 02/2018
    Full Time Student
    New Berlin, WI
  • 08/2024 → 09/2025
    Avantax Investment Services Inc.
    South Milwaukee, WI
  • 08/2024 → 09/2025
    Avantax Advisory Services
    South Milwaukee, WI
  • 11/2023 → 04/2026
    Db Wehring Wealth
    South Milwaukee, WI
  • 11/2023 → 04/2026
    Wehring & Db Tax And Wealth Llc
    South Milwaukee, WI
  • 09/2025 → 04/2026
    Cetera Wealth Services, Llc
    South Milwaukee, WI
  • 09/2025 → 04/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 04/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
  • 2025-09-05 → 2026-04-08
    Cetera Investment Advisers Llc
    South Milwaukee, WI
  • 2025-03-14 → 2025-09-05
    Avantax Advisory Services
    South Milwaukee, WI
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Jack Himmelspach

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
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
Logan Alexander Kepler

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor