Location
12700 West Bluemound Road 200
Elm Grove, WI 53122
About this location
ANNEX WEALTH MANAGEMENT, LLC offers other services, financial planning services, educational seminars/workshops, selection of other advisers, portfolio management for businesses, publication of periodicals or newsletters, pension consulting services, portfolio management for individuals and/or small businesses and also performs business activities as accountant or accounting firm, insurance broker or agent, other.
Time in Business
No submission
Total Assets Under Management
$4,595,179,081
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
Hourly charges
A percentage of assets under management
Advisors at This Location
Derek Felske
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Denis Johnson
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Todd Voit
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David Batten
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David Spano
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Jacquelyn Sklenar
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Steven Dryer
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Michael Murtos
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Patricia Tobin
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Michael Mihm
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David Fono
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Mark Beck
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Sarah Kyle
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Deanne Phillips
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Randall Winkler
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Asbjorn Sanders
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Noi Sayaovong
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Thomas Parks
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Jeffrey Daye
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Matthew Morzy
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Matthew Krenke
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Robert Chastain
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Nikita Kibardin
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Michael Venturini
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Brandon Lehman
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Amy Bremmer
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Amy Kiiskila
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John Thompson
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Brandon Arps
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Jacob Hauser
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Susanne Lopez
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Brian Bartholomew
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Kenneth Symes
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Mark Strey
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Blaine Disrud
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Naomi Ackley
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Adam Ruhland
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Ryan Lundeen
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Gregory Vidmar
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Eric Strom
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Thomas Berkholtz
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Jeffrey Stanich
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Ryan Van Blarcom
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Trevor Nargis
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Keith Butler
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Jennifer Jesse
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Jacob Knox
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