Amy
Bremmer
Annex Wealth Management, LLC
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About this Advisor
Amy Bremmer is a financial advisor based in Brookfield, Wisconsin, working with Annex Wealth Management, LLC. Amy has previously held positions at Global View Capital Management, LTD, Aquatic Adventures Inc, Purshe Kaplan Sterling Investments, Annex Wealth Management, LLC, and H. Beck, Inc. Amy has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Amy is part of Annex Wealth Management, LLC, which operates out of Brookfield, Wisconsin. The firm has 7 offices and 139 employees. The firm manages assets totaling $5.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Annex Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Annex Wealth Management, LLC Brokerage Details
$5,098,289,183
139
17,883
$285,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Amy Bremmer Work History
Annex Wealth Management, LLC
H. Beck, Inc
Global View Capital Management, LTD
Purshe Kaplan Sterling Investments
Aquatic Adventures Inc
Disclosures
Please visit the SEC profile of Amy Bremmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Annex Wealth Management, LLC
Naples, FL
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
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