John Charles Himmelspach

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

• 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

• S66 Uniform Combined State Law Examination
  2025-03-14

Other Names

• Jack Himmelspach