Asbjorn
Sanders
Annex Wealth Management, LLC
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About this Advisor
Asbjorn Sanders is a certified financial planner operating in Elm Grove, Wisconsin with a total of 1 year of industry experience. Sanders works at Annex Wealth Management, LLC. During their career, the advisor has held roles at Usaa Financial Advisors, Inc, J.P. Morgan Securities, LLC, Usaa, Annex Wealth Management, Jpmorgan Chase Bank, N.A, Usaa Financial Planning Services, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Sanders holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Annex Wealth Management, LLC is a financial advisory company based in Elm Grove, WI. The firm has offices in seven locations and a total of 114 financial advisors. It oversees $4 billion in assets under management between its 16,177 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 16,177 accounts, 34% belong to high-net-worth clients who have more than $1 million in assets available to invest. Annex Wealth Management, LLC performs a broad array of services, including 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. Fees for financial advice are based on which service is provided. However, fee types charged by Annex Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Annex Wealth Management, LLC Brokerage Details
$4,204,033,713
114
16,177
$259,877
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
Asbjorn Sanders Work History
Asbjorn has been registered as a financial advisor for 1 years.*
Annex Wealth Management
J.P. Morgan Securities,LLC
Jpmorgan Chase Bank, N.A
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Usaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Asbjorn Sanders 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
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
