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Todd Kevin Voit

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 APP_PEND_IARCE 2026-03-18
  • WI RA
    APP_PEND_IARCE
    Since 2026-03-18

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Voit & Company Llc Brookfield WI 07/2000 11/2020
Annex Wealth Management, Llc Elm Grove WI 11/2020 11/2025
Annex Wealth Management Brookfield WI 02/2026 Present
  • 07/2000 → 11/2020
    Voit & Company Llc
    Brookfield, WI
  • 11/2020 → 11/2025
    Annex Wealth Management, Llc
    Elm Grove, WI
  • 02/2026 → Present
    Annex Wealth Management
    Brookfield, WI
Previous Registrations
  • 2020-12-15 → 2025-11-28
    Annex Wealth Management, Llc
    Brookfield, WI
    Brookfield, WI
    Naples, FL
  • 2002-03-27 → 2021-07-01
    Voit & Company, Llc
    Brookfield, WI
    Elm Grove, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-06
  • S63 Uniform Securities Agent State Law Examination
    1986-10-06

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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