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Business Profile

Financial Planning Consultants

Annex Wealth Management, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 786-6363Write a Review

About

Overview

Annex Wealth Management, LLC

17950 W Corporate Dr

Brookfield, WI 53045-6300

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Find a Location

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

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    BBB Accreditation & Rating

    Annex Wealth Management, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

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

    BBB Accredited Since: 6/29/2006

    Years in Business: 25

    Products and Services

    401(k) Plans, Charitable Foundation Support, Estate & Legacy Planning, Executive Financial Counseling, Financial & Retirement Planning, Financial Education, Insurance Assessment, Investment Management, Tax Planning

    Business Details

    Local BBB:
    BBB Serving Wisconsin
    BBB File Opened:
    5/22/2006
    Business Started:
    3/15/2001
    Business Started Locally:
    3/15/2001
    Business Incorporated:
    3/15/2001
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Mark M. Oswald, COO
    Mark Beck, Director of Business Relations
    Derek Felske, Officer
    Jeff Pierce, President/CEO

    Additional Contact Information

    Principal Contacts
    Mark M. Oswald, COO
    Derek Felske, Officer
    Customer Contacts
    Mark M. Oswald, COO
    Mark Beck, Director of Business Relations
    Derek Felske, Officer
    Fax numbers
    Primary Fax: (262) 792-8930
    Additional Phone Numbers
    Other Phone: (920) 903-9800
    Other Phone: (608) 410-7000
    Other Phone: (414) 395-6000
    Other Phone: (262) 646-6363
    Other Phone: (262) 236-9400
    Additional Email Addresses
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Social Media

    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.

    Additional Information

    Business Categories
    Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Fiduciary, Fee Only Financial Advisor

    Latest Reviews

    • DAVID W

      "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." ... Read full review

    View all Reviews

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