Annex Wealth Management

17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045

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Annex Wealth Management to open Delafield office

Elm Grove-based Annex Wealth Management LLC plans to open an office in the Lake Country area in western Waukesha County. The firm is in negotiations to lease 3,200 square feet of office space in the Purity Building at 2301 Sun Valley Drive in Delafield.

Annex Wealth Management opens Mequon office

Elm Grove-based Annex Wealth Management LLC has opened a second office for its north shore customers in Mequon.

Case is new CFO of Annex Wealth Management

Melissa Case has been named chief financial officer of Elm Grove-based Annex Wealth Management.

Case is new CFO of Annex Wealth Management

Melissa Case has been named chief financial officer of Elm Grove-based Annex Wealth Management.

Annex Wealth Management expands reach

Annex Wealth Management announced it has hired Eric Brown, CMFC, and Dave Mills, CFP, as senior financial advisers.
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David Spano, founder and president of Annex Wealth Management LLC

David Spano Founder and president Annex Wealth Management LLC 18650 W. Corporate Drive, Brookfield www.annexadvisors.com...

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