ANNEX ADVISORY SERVICES, LLC

ANNEX WEALTH MANAGEMENT, LLC
BROOKFIELD, Wisconsin·4 registered advisors·CRD# 127987
SEC# 801-635057262-786-6363
01

Firm Overview

AUM
$5.6B
Regulatory assets under management
Employees
139
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ANNEX ADVISORY SERVICES, LLC

4 registered advisors
David Joseph Spano
BROOKFIELD, Wisconsin
Jeffrey Lawrence Pierce
BROOKFIELD, Wisconsin
Kristin Zasmeta Reilly
BROOKFIELD, Wisconsin
Naomi Karol Ackley
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. ANNEX ADVISORY SERVICES, LLC (CRD# 127987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.