Todd
Voit
Annex Wealth Management, LLC
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About this Advisor
Todd Voit is a financial advisor based out of Elm Grove, Wisconsin who has 3 years of industry experience. Voit currently works for Annex Wealth Management, LLC. During their career, the advisor has held roles at Voit & Company LLC and Annex Wealth Management, LLC. Voit maintains a Series 63 license, designating them as a securities broker, and is able to work in Wisconsin. Annex Wealth Management, LLC is an advisory business that has its headquarters in Elm Grove, WI. The company has offices in seven locations and a total of 114 people on staff. It administers $4 billion in assets under management across its 16,177 accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 16,177 customer accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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 charged by financial advisors are based on the financial services offered. Fees charged by Annex Wealth Management, LLC can include any combination of 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
Todd Voit Work History
Todd has been registered as a financial advisor for 3 years.*
Annex Wealth Management, LLC
Voit & Company LLC
*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 Todd Voit 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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