Matthew
Morzy
Annex Wealth Management, LLC
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About this Advisor
Matthew Morzy is a financial advisor based in Brookfield, Wisconsin, working with Annex Wealth Management, LLC. Matthew has previously held positions at Pnc Investments, Pnc Bank, Scottrade, H. Beck, Inc, and Annex Wealth Management. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Matthew 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
Matthew Morzy Work History
Annex Wealth Management
H. Beck, Inc
Pnc Investments
Pnc Bank
Scottrade
Disclosures
Please visit the SEC profile of Matthew Morzy 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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