Annex Wealth Management, LLC

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

Jacquelyn Sklenar is a financial advisor at Annex Wealth Management, LLC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at Annex Wealth Management since 2013. Prior to that, she was affiliated with H. Beck, Inc. from 2013 to 2018. Outside of advisory work, she is also an insurance agent with Annex Insurance Services, focusing on fixed insurance products. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities using a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing.

Keith Butler is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with five years of industry experience. He has worked at Annex Wealth Management since 2020 and previously spent eight years at US Bank, N.A. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that includes discretionary portfolio management and a mix of asset classes such as ETFs, mutual funds, equities, fixed income, options, and alternatives.

William Lamborne is a financial advisor with Annex Wealth Management, LLC and holds a Series 65 designation. He has three years of industry experience and prior roles at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory work, he serves as trustee of the Marianne Lamborne Revocable Trust. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework across multiple asset classes and provides services such as wealth management, financial planning, discretionary portfolio management, and retirement consulting.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with four years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Annex Wealth Management, she worked at Cetera Advisor Networks and The Benefits Companies, Inc., and spent over a decade at LifeTouch National School Studios. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, and goals-based financial planning through a team-oriented investment process.

Jeffrey Daye is a CFP® with 18 years of industry experience, currently serving at Annex Wealth Management, LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Schenck Investment Solutions, LLC. Outside of his advisory work, he is a co-owner of Erika's Sweets Boutique, LLC. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion across various client types, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process with a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, and a goals-based online service branded as Annex Ignite.

Amy Kiiskila is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2021. Her prior experience includes roles at Northwestern Mutual Investment Management and Michael Best & Friedrich, LLP. Outside of her advisory work, she serves as a trustee of the Barbara Ward Irrevocable Trust and holds board positions with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 10,000 clients across individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management and financial planning services.

Nolan Mc Intyre is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of Wisconsin-Madison and the University of Wisconsin-LaCrosse. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a core-and-tactical framework.

Mark Pent is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding the Series 66 designation and with 21 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2018 and has been with Annex Wealth Management since 2019. Pent serves on the board of the Agrace Foundation, a nonprofit organization based in Madison, WI. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, employing a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Carl Holzem is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank from 2010 to 2022. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm uses a team-oriented investment process with a core-and-tactical framework that incorporates a variety of asset types and strategies, and offers comprehensive wealth management and financial planning services.

Mitchell Vanden Heuvel is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Thrivent and Humana Insurance. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm uses a team-oriented, core-and-tactical investment approach across multiple asset classes and offers comprehensive wealth management, financial planning, and retirement consulting services.

Clayton Beilfuss is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Johnson Financial Group, Altra Federal Credit Union, and Associated Bank. Outside of finance, he has worked in community and fitness roles, including at the YMCA and Westwood Health and Fitness. Annex Wealth Management is a multi-team SEC-registered firm managing approximately $8.05 billion for about 9,800 clients across various types of accounts. The firm uses a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, and alternatives, offering discretionary management and financial planning services to individuals, institutions, and charitable organizations.

David Panitzke is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential. He has previously worked in banking and medical sales, as well as having roles at St. Paul's Lutheran Church and Shepherd of the Hills Church. Annex Wealth Management is an SEC-registered firm managing approximately $8 billion for nearly 10,000 clients. The firm serves individuals, pension plans, charitable organizations, and corporate entities, offering comprehensive wealth management through a team-oriented investment approach that incorporates a blend of asset classes and ongoing portfolio management.