Decision Makers
Media And Client Relations Manager
This Media And Client Relations Manager is in charge of making strategically significant decisions. E-mail: e****@gmail.com, Phone: (***) ***-8930 is available on Connexy.
Branch Director
They are the top-level leaders and usually review internal operations, develop future vision of the company and evaluate managers performance E-mail: a****@gmx.com, Phone: (***) ***-2275 is available on Connexy.
Manager
Gary Peterson is responsible for choosing strategically important development path for Annex Wealth Management. E-mail: g****@icloud.com, Phone: (***) ***-7740 is available on Connexy.
Client Engagement Manager
They are responsible for handling and resolving client inquiries, developing strategies to enhance client services, training other client services staff, authorizing product refunds, maintaining business relationships with current clients, and acquiring new clients. E-mail: j****@gmx.com, Phone: (***) ***-6363 is available on Connexy.
Company Details
Last Update
Jul 14, 2022
Doing business as
ANNEX WEALTH MANAGEMENT, LLC
Location
12700 W Bluemound Rd, Elm Grove, WI 53122
18650 W Corporate Dr, Brookfield, WI 53045
Phone
(***) ***-6363
(***) ***-8930
(***) ***-2275
(***) ***-7740
Industry
Investment Management
Security Broker/Dealer
Accountant
Financial Advisor
Category
Financial Counselors
Financial Services
Private Investigators
Number of Employee
11-50 employees
SIC
6282 - Investment Advice
SIC6
628203 - Financial Advisory Services
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities