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Evan Jahnke

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 2026-04-06
  • WI RA
    APPROVED
    Since 2026-04-06

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
Armed Forces Jacksonville NC 08/2015 08/2019
Student Milwaukee WI 08/2019 12/2022
Dawes Crane And Rigging Milwaukee WI 01/2023 12/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2024 03/2026
Northwestern Mutual Investment Services Llc Milwaukee WI 05/2024 03/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2024 03/2026
Annex Wealth Management, Llc Brookfield WI 03/2026 Present
  • 08/2015 → 08/2019
    Armed Forces
    Jacksonville, NC
  • 08/2019 → 12/2022
    Student
    Milwaukee, WI
  • 01/2023 → 12/2023
    Dawes Crane And Rigging
    Milwaukee, WI
  • 01/2024 → 03/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2024 → 03/2026
    Northwestern Mutual Investment Services Llc
    Milwaukee, WI
  • 11/2024 → 03/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2026 → Present
    Annex Wealth Management, Llc
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
S63 Uniform Securities Agent State Law Examination 2024-11-11
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
Other Names
  • Evan Jahnke
  • Evan Jahnke

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

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