Amy
Bremmer

Annex Wealth Management, LLC

CRD#5710340
Investment Advisor
in Brookfield, WI

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

17950 W. Corporate Drive Suite 300
Brookfield, WI 53045

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Annex Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,098,289,183

WI Average: $2,826,565,184
Total Number of Employees

139

WI Average: 43
Total Number of Accounts

17,883

WI Average: 1,898
Average Account Size

$285,091

WI Average: $1,489,234

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

2015 - Present (9 years)

Annex Wealth Management, LLC

2015 - 2018 (3 years)

H. Beck, Inc

2014 - 2015 (1 year)

Global View Capital Management, LTD

2014 - 2015 (1 year)

Purshe Kaplan Sterling Investments

2012 - 2014 (2 years)

Aquatic Adventures Inc

Created with Highcharts 6.0.7

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

Cory Borcherdt
Brookfield, WI
Jacob Hauser
Brookfield, WI
Gregory Vidmar
Brookfield, WI
David Fono
Brookfield, WI
Matthew Morzy
Brookfield, WI
Robert Chastain
Naples, FL
Steven Dryer
Brookfield, WI
Leesa Gilliam
Brookfield, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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