Logan
Kepler
Annex Wealth Management, LLC
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About this Advisor
Logan Kepler is a financial advisor based in Brookfield, Wisconsin, working with Annex Wealth Management, LLC. Logan has previously held positions at Franks Piggy Wiggly, Marquette University, Bluemound Express, Uw Madison, Achtenhagen Seasonal Services, Mukwonago Area School District, and Annex Wealth Management. Logan has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Logan 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
Logan Kepler Work History
Annex Wealth Management
Achtenhagen Seasonal Services
Uw Madison
Bluemound Express
Uw Madison
Bluemound Express
Uw Madison
Marquette University
Franks Piggy Wiggly
Mukwonago Area School District
Disclosures
Please visit the SEC profile of Logan Kepler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Brookfield, WI
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