Annex Wealth Management Employee Directory

Q: How many employees does Annex Wealth Management have currently?

Annex Wealth Management has approximately 170 employees.

Q: Who are Annex Wealth Management's key employees and leadership?

Annex Wealth Management's key employees include: Executive Assistant - Chief Growth Officer: C. R., Chief Operating Officer: S. D., Chief Financial Officer: K. R., Chief Growth Officer: M. B., Chief Investment Officer: D. F..

Financial ServicesWisconsin, United States51-200 Employees

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. 

We believe that integrity, customer service and hard work are the foundations for everything else we do.  We are committed to working with our clients as a fiduciary providing independent and unbiased advice.  In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

Find Annex Wealth Management employees' phone numbers or email addresses

Annex Wealth Management Global Highlights

North America
200

United States Of America
200

Asia
5

Bangladesh
5

Africa
1

Egypt
1

Europe
1

Cyprus
1

Annex Wealth Management's Leadership

S. D.
Chief Operating Officer
Mobile Phone
Email
K. R.
Chief Financial Officer
Mobile Phone
Email
M. B.
Chief Growth Officer
Mobile Phone
Email
D. F.
Chief Investment Officer
Mobile Phone
Email
N. A.
Chief Compliance Officer
Mobile Phone
Email
M. C.
Chief Financial Officer
Mobile Phone
Email
T. V.
Chief Investment Strategist
Mobile Phone
Email
C. R.
Executive Assistant - Chief Growth Officer
Mobile Phone
Email

Annex Wealth Management Employee Metrics

100%

50%

0%

2026

2025

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Community & Social Services
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Contact profiles from Annex Wealth Management

Name

Title

Contact Info

Location

Last Update

G. B.
Director Of Marketing
Mobile Phone
Email
United StatesWisconsin
Aug 23, 2024
J. B.
Director Of It
Mobile Phone
Email
United StatesWisconsin
Sep 25, 2025
J. C.
Director Of Equity Research
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
A. K.
Director Of Wealth Strategy
Mobile Phone
Email
United StatesWisconsin
Jan 22, 2026
B. L.
Director Of Annex Private Client
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
E. S.
Director Of Financial Planning
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
F. C.
Regional Director
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
J. S.
Director Of Client Engagement
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
J. S.
Branch Director
Mobile Phone
Email
United StatesWisconsin
Dec 16, 2025
M. P.
Branch Director
Mobile Phone
Email
United StatesWisconsin
Jan 29, 2026

Frequently Asked Questions

What is Annex Wealth Management known for?

Annex Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 17950 West Corporate Drive Suite 300 Brookfield, Wisconsin 53045 United States; you can contact the main corporate office by phone at

+1-262-786-****

. Explore Annex Wealth Management's company overview page for more information.

What is Annex Wealth Management's most common email format?

Annex Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Annex Wealth Management email formats with LeadIQ.

How many employees does Annex Wealth Management have currently?

Annex Wealth Management has approximately 170 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are Annex Wealth Management's key employees and leadership?

As of February 2026, Annex Wealth Management's key employees include:

Chief Operating Officer: S. D.
Chief Financial Officer: K. R.
Chief Growth Officer: M. B.
Chief Investment Officer: D. F.
Chief Compliance Officer: N. A.

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