Austin
Grandinetti
Annex Wealth Management, LLC
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About this Advisor
Austin Grandinetti is a financial advisor based in Brookfield, Wisconsin, working with Annex Wealth Management, LLC. Austin has previously held positions at Chenequa Country Club, Best Buy, Evergreen Property Management, United States Golf Association, University Of Wisconsin Athletic Department, Settlers Bank, L'Etoile Restaurant, Red Bull North America, Robert W. Baird, Chasers Bar And Grille, Arrowhead High School, Morgan Stanley, Robert W Baird, and Annex Wealth Management. Austin has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Austin 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
Austin Grandinetti Work History
Annex Wealth Management
Morgan Stanley
Robert W Baird
Robert W. Baird
Robert W. Baird
Chasers Bar And Grille
Settlers Bank
Red Bull North America
United States Golf Association
University Of Wisconsin Athletic Department
L'Etoile Resturant
Chenequa Country Club
Best Buy
Evergreen Property Management
Arrowhead High School
Disclosures
Please visit the SEC profile of Austin Grandinetti 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
Brookfield, WI
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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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