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          Find a Location

          Annex Wealth Management, LLC has 6 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            • Annex Wealth Management, LLC

              12700 W Bluemound Rd Ste 200 Elm Grove, WI 53122-2637

              BBB Accredited Business

            • Annex Wealth Management, LLC

              2301 Sun Valley Dr Ste 100 Delafield, WI 53018-2318

              BBB Accredited Business

            • Annex Wealth Management, LLC

              2801 E Enterprise Ave Ste 101 Appleton, WI 54913-8559

              BBB Accredited Business

            • Annex Wealth Management, LLC

              424 E Wisconsin Ave Milwaukee, WI 53202-4436

              BBB Accredited Business

            • Annex Wealth Management, LLC

              12200 Corporate Pkwy Ste 800 Mequon, WI 53092-3300

              BBB Accredited Business

            Business ProfileAnnex Wealth Management, LLC

            Financial Planning Consultants
            Multi Location Business
            BBB accredited business

            Contact Information

            12700 W Bluemound Rd Ste 200

            Elm Grove, WI 53122-2637

            Get Directions
            Visit Website
            (262) 786-6363

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            Customer Reviews

            1/5

            Average of 1 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 6/29/2006

            Years in Business: 23

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Annex Wealth Management, LLC offers investment advisory services, including asset protection, financial, estate and retirement planning, individual money management and trust referral.

            Business Details

            This is a multi-location business.

            Find a Location

            Annex Wealth Management, LLC has 6 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.

              • Annex Wealth Management, LLC

                12700 W Bluemound Rd Ste 200 Elm Grove, WI 53122-2637

                BBB Accredited Business

              • Annex Wealth Management, LLC

                2301 Sun Valley Dr Ste 100 Delafield, WI 53018-2318

                BBB Accredited Business

              • Annex Wealth Management, LLC

                2801 E Enterprise Ave Ste 101 Appleton, WI 54913-8559

                BBB Accredited Business

              • Annex Wealth Management, LLC

                424 E Wisconsin Ave Milwaukee, WI 53202-4436

                BBB Accredited Business

              • Annex Wealth Management, LLC

                12200 Corporate Pkwy Ste 800 Mequon, WI 53092-3300

                BBB Accredited Business
              Location of This Business
              12700 W Bluemound Rd Ste 200, Elm Grove, WI 53122-2637
              BBB File Opened:
              5/22/2006
              Years in Business:
              23
              Business Started:
              3/15/2001
              Business Started Locally:
              3/15/2001
              Business Incorporated:
              3/15/2001
              Accredited Since:
              6/29/2006
              Licensing Information:
              This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
              Type of Entity:
              Limited Liability Company (LLC)
              Business Management
              • David J. Spano, CEO/President
              • Mark M. Oswald, COO
              • Mark Beck, Director of Business Relations
              • Melissa Case, CFO
              • Derek Felske, Officer
              Contact Information

              Principal

              • Mark M. Oswald, COO
              • Derek Felske, Officer

              Customer Contact

              • David J. Spano, CEO/President
              • Mark M. Oswald, COO
              • Mark Beck, Director of Business Relations
              • Melissa Case, CFO
              • Derek Felske, Officer
              Additional Contact Information

              Fax Numbers

              • (262) 792-8930
                Primary Fax

              Phone Numbers

              Email Addresses

              Read More Business Details and See Alerts

              Customer Complaints

              0 Customer Complaints

              Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

              File a Complaint

              Customer Reviews

              1 Customer Reviews

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              Most Recent Customer Review

              David W

              07/17/2023

              I went with them in Oct 2021 and all they have done is cost me money in the tune of 100000 dollars. All they do is buy high and sell low and lose money. They say they are a fiduciary. I called to talk to someone. Had to make an appointment Two weeks later. You would think he would at least call me. They don't care. When I finally made the appointment all I got was he was to busy . I had looked at the May report I put the report on the table. He wouldn't even look at it. **** **** is no fiduciary he just does not care. I wanted to know how he was going to solve my problem. No clue .L have got to find a money manager that cares and maybe get me a return on my investment. Whatever you do stay away from Annex All they will do is lose your money and they just do not care.

              Local BBB

              BBB Serving Wisconsin

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