Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. 

We believe that integrity, customer service and hard work are the foundations for everything else we do.  We are committed to working with our clients as a fiduciary providing independent and unbiased advice.  In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

Investment Management

Annex Wealth Management

Annex Wealth Management's headquarters in Elm Grove, WI, United States

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People (52)

Dave Spano

Jim Blahnik

David S. Fono

Jonathan Friedl

Naomi Ackley Cscp

Nikki Trudell

Nikolas Hillstrom

Simon Rech

Kristin Z Reilly

Tania Sinha

Alec Durand

Arabella Parins

Rebecca Posig

Cfp® Brandon Lehman Aif®

Amanda Ploetz

Brittany Seemuth

Carl Holzem

Melanie Funk

Dylan Lyons

Eric Thompson

Gregory Vidmar

Cfp® Mark Strey

Jake Knox

Kent Halleen

Kevin Trecek

Laura Kelley

Martha Kuhn

Michael Rivera Flasch

Troy Defenbaugh

Cfp® Deanne Phillips Cdfa®, Abfp

Allie Anklam

Erin Sanderson

Jacob vander Galien

Susan Felton

Tyler Quinn

Jason Cooper

Steve Dryer

Stephanie Emons

Todd Voit

Amy Kiiskila

Logan Kepler

Mark Schaefer

Jack Deroche

Josh Hoisington

Sarah Kyle

Andrew Eichel

Kyle Svetlik

McKayley George

Michelle Dobrenski

Terry Conner

Matt Kulakow

Nik Kibardin

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