Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 9,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
Related Stories
Leading through connection and not taking yourself too seriously
The most important thing I’ve learned over the years is that clarity builds trust. People don’t need perfection, they...
Former Annex Wealth Management president and COO named president of Johnson Wealth
Jeff Pierce has been named the new president of Johnson Wealth Inc., a subsidiary of Racine-based Johnson Financial Group.
Pierce...
Meeting The Vision Together Through Shared Commitment And Empowerment
BizTimes Milwaukee: AI continues to have a massive impact on industries across the world. How does Annex see AI...
Mid-Year Economic Report Q&A: Wait and see
It has been a wild year politically in the United States under the second term of President Donald Trump,...
Economic Trends event will help attendees capitalize on disruption
As Donald Trump prepares to return to the White House, he’s promising to shake things up. His administration is planning major policy changes for trade, energy, immigration, spending, regulation and more.
- Advertisement -
Dave Spano
David Spano founded Annex Wealth Management in 2000 and leads the Elm Grove-based fiduciary wealth management firm as president and CEO
Notable Women in Wealth Management: Amy Kiiskila
Amy Kiiskila is director of wealth strategy for Annex Private Client, a segment of Brookfield-based Annex Wealth Management. She...
Notable Marketing Executives: Greg Batiansila
Greg Batiansila, managing director of marketing for Brookfield-based Annex Wealth Management is at the company’s “center of the voice...
Annex CEO sees a future of growth and continued service
BizTimes Milwaukee: What is your favorite success story?
Spano: Over the last four decades, there have been so many stories...
Time for action?
U.S. economic growth slowed significantly during the first half of the year, but inflation has remained a bit too...
- Advertisement -