Brandon
Lehman
Annex Wealth Management, LLC
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About this Advisor
Brandon Lehman is a certified financial planner working out of Elm Grove, Wisconsin who has 4 years of relevant experience. Lehman is currently employed by Annex Wealth Management, LLC. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Russell Investment Management Company, Russell Financial Services, Inc, Mariner Wealth Advisors and Annex Welath Management. Lehman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Wisconsin. Annex Wealth Management, LLC is a company operating out of Elm Grove, WI. The company has offices in seven locations and a total of 114 people on staff. It manages $4 billion in total assets among its 16,177 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 16,177 client accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Annex Wealth Management, LLC offers a diverse set of services, such as 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 advisory services usually vary depending on the services provided. However, fees charged by Annex Wealth Management, LLC most likely include 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
Brandon Lehman Work History
Brandon has been registered as a financial advisor for 4 years.*
Annex Welath Management
Mariner Wealth Advisors
Russell Investment Management Company
Russell Financial Services, Inc
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Brandon Lehman 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
Naples, FL
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.
