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Xiaonan Wu

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
Bellevue School District Bellevue WA 01/2020 06/2022
Singapore School System Singapore 06/2015 12/2019
University Of Wisconsin Madison Madison WI 08/2022 06/2025
Annex Wealth Management Brookfield WI 06/2025 08/2025
Annex Wealth Management Brookfield WI 08/2025 Present
  • 01/2020 → 06/2022
    Bellevue School District
    Bellevue, WA
  • 06/2015 → 12/2019
    Singapore School System
    Singapore
  • 08/2022 → 06/2025
    University Of Wisconsin Madison
    Madison, WI
  • 06/2025 → 08/2025
    Annex Wealth Management
    Brookfield, WI
  • 08/2025 → Present
    Annex Wealth Management
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06
Other Names
  • Reina Wu

View on SEC IAPD

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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

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