Susanne
Lopez
Annex Wealth Management, LLC
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About this Advisor
Susanne Lopez is a certified financial planner based out of Elm Grove, Wisconsin, with a total of 4 years of relevant experience. Lopez is on the advisory team at Annex Wealth Management, LLC. Throughout their career, Lopez has worked at Northwestern Mutual Investement Services, LLC, Matt Lueder, Shorewood Swim Club, Yahir H Hernandez, Northwestern Mutual Life Insurance Company and Annex Wealth Management. Lopez maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Annex Wealth Management, LLC is an advisory firm based in Elm Grove, WI. The firm has offices in seven locations and a total of 114 employees. It administers $4 billion in total assets across its 16,177 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 16,177 accounts, 34% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number 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 advice are based on which service is offered. However, fee types billed 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
Susanne Lopez Work History
Susanne has been registered as a financial advisor for 4 years.*
Annex Wealth Management
Shorewood Swim Club
Northwestern Mutual Life Insurance Company
Yahir H Hernandez
Northwestern Mutual Investement Services, LLC
Matt Lueder
*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 Susanne Lopez 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.
